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Level 2
February 5, 2023
Question

1099-R

  • February 5, 2023
  • 2 replies
  • 1 view

How do I enter my 1099-R in the PC version?

    2 replies

    Level 15
    February 5, 2023

    To enter your retirement income, Go to  Federal> Wages and Income>Retirement Plans and Social Security>IRA  401 k) Pension Plan Withdrawals to enter your 1099R.

    **Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
    FJBDADDYAuthor
    Level 2
    February 5, 2023

    Select View>Forms>Click Open Form>enter 1099-R as the form name.

    Complete the form.

    Be sure to enter all fields from your form including your name and address.

    Online help opens a form to enter online but does not populate your software unless you start a new return using the "Continue From Turbo Tax Online" option on the homepage of your software that appears when you start TurboTax.