topic How do I put the amount for my 1099-R ? in Retirement tax questions

How do I put the amount for my 1099-R ?

clarafreeman44 — Tue, 10 Feb 2026 09:11:14 GMT

Re: How do I put the amount for my 1099-R ?

DoninGA — Mon, 29 Jan 2024 23:47:32 GMT

To enter, edit or delete a form 1099-R -

Click on Federal Taxes (Personal using Home and Business)
Click on Wages and Income (Personal Income using Home and Business)
Click on I'll choose what I work on (if shown)
Scroll down to Retirement Plans and Social Security
On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button

Or enter 1099-r in the Search box located in the upper right of the program screen. Click on Jump to 1099-R

On the screen Did you get a 1099-R in 2023? Click on Yes

On the next screen click on Continue

On the screen Let's import your tax info Click on Change how I enter my form

On the screen How do you want to add your 1099‑R? Click on Type it in myself

On the screen Who gave you a 1099-R? select the type of 1099-R you received and Continue

Re: How do I put the amount for my 1099-R ?

DianeW777 — Mon, 29 Jan 2024 23:47:51 GMT

It is entered through the Retirement section of your return. Enter each box exactly as it appears and TurboTax will do the rest.

Here's where to enter your 1099-R in TurboTax:

Open or continue your return.
In the Federal section, select Wages & Income.
Scroll to locate Retirement Plans and Social Security.
Select Start or Revisit next to IRA, 401(k), Pension Plan Withdrawals (1099-R).

You can also find the 1099-R section using Search. Open your return, enter 1099-r in the search bar, and select the Jump to 1099-r link.