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Level 1
February 3, 2021
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1099-R

  • February 3, 2021
  • 1 reply
  • 2 views

I received a 1099-R since I retired from a County (Local Government) with a retirement/pension plan. Where do I enter the 1099-R?

 

 

Thanks

    Best answer by AlanT222

    You'll get a 1099-R if you received $10 or more from a retirement plan. Here's how to enter your 1099-R in TurboTax:

    1. Open (continue) return if you don't already have it open.
    2. Inside TurboTax, search for 1099-R and select the Jump to link in the search results.
    3. Answer Yes on the Your 1099-R screen, then select Continue.
      • If you land on the Your 1099-R Entries screen instead, select Add Another 1099-R.
    4. Select how you want to enter your 1099-R (import or type it in yourself) and then follow the instructions. You can add up to 20 1099-Rs.

    1 reply

    AlanT222Answer
    Level 15
    February 3, 2021

    You'll get a 1099-R if you received $10 or more from a retirement plan. Here's how to enter your 1099-R in TurboTax:

    1. Open (continue) return if you don't already have it open.
    2. Inside TurboTax, search for 1099-R and select the Jump to link in the search results.
    3. Answer Yes on the Your 1099-R screen, then select Continue.
      • If you land on the Your 1099-R Entries screen instead, select Add Another 1099-R.
    4. Select how you want to enter your 1099-R (import or type it in yourself) and then follow the instructions. You can add up to 20 1099-Rs.
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