When do I input the 1099-R form?

maurisa-saab — Wed, 05 Jun 2019 22:07:34 GMT

Income shown on the 1099-R 2018 has to be included in you...

DanaB — Wed, 05 Jun 2019 22:07:35 GMT

Income shown on the 1099-R 2018 has to be included in your tax return in 2018. Please follow these instructions to enter your Form 1099-R :

Login to your TurboTax Account
Click "Take Me To My Return"
Click "Federal" from the left side of your screen
Scroll down and click "Start or Edit/Add" next to "IRA, 401(k), Pension Plan Withdrawals (1099-R)"
Answer "Yes" to the question "Did You Have Any of These Types of Income?"
Click "I'll Type it Myself"
Choose "Form 1099-R, Withdrawal of Money from 401(k) Retirement Plans, Pensions, IRAs, etc."
Click "Continue"
From here TurboTax will walk you through entering your Form 1099-R