Can I manually enter my1099-R.?

Forum|Forum|5 years ago
March 27, 2021
2 replies
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TurboTax Deluxe Online

Best answer by BillM223

Yes, of course.

Do a Search (upper right) for 1099-r and click on the jump-to link (Mac users must find 1099-R in the Topics List).

***NOTE*** when you type 1099-r, don't click on any of the suggested search parameters - just click on Enter. None of the suggested search parameters work, just 1099-r by itself.

Although you will be encouraged to download your 1099-R, there should be an option at the bottom, "I'll type it in myself".

BillM223Answer

Level 15

Yes, of course.

Do a Search (upper right) for 1099-r and click on the jump-to link (Mac users must find 1099-R in the Topics List).

***NOTE*** when you type 1099-r, don't click on any of the suggested search parameters - just click on Enter. None of the suggested search parameters work, just 1099-r by itself.

Although you will be encouraged to download your 1099-R, there should be an option at the bottom, "I'll type it in myself".

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VolvoGirl

Level 15

The easiest way to get to the 1099-R entry screen is to simply search for 1099-R (upper- or lower-case, with or without the dash) in your TurboTax program and then click the "Jump to" link in the search results.

Enter a 1099R under

Federal Taxes Tab or Personal (Home & Business)

Wages & Income at the top

Then scroll way down to Retirement Plans and Social Security,

Then IRA, 401(k), Pension Plans (1099R) - click Start or Revisit

If you are filing a Joint return be sure to pick which person it is for.

Don't enter the bank or broker name and don't try to import it. It is just as fast and easy to manually enter it. At the bottom pick - Change How I enter my Form

Then on the next screen pick I'll Type it in Myself