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Can I upload 1099-R pdf into Turbotax?

Can I upload a pdf or jpg of my 1099-R to populate Turbotax?

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1 Reply

Can I upload 1099-R pdf into Turbotax?

@bgausman    As you start in with entering a 1099-R in the retirement income section, the software will offer you the option to upload a PDF or Picture of your 1099-R form.  The software's AI, will then attempt to interpret the data and put it into the software's 1099-R worksheets.

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BUT...I personally don't recommend doing it that way....too many frustrating errors.  If there isn't a way to import the data directly from the issuer of the 1099-R, it's usually FAR safer to enter the data manually.   

 

If you do use a PDF or picture upload.....it is critical that you edit the form and check EVERY box against your paper form.   If the software indicates some type of error you can't seem to fix, then you would just delete that 1099-R and re-enter it manually the second time around. 

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

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