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To enter, edit or delete a form 1099-R -
Click on Federal Taxes (Personal using Home and Business)
Click on Wages and Income (Personal Income using Home and Business)
Click on I'll choose what I work on (if shown)
Scroll down to Retirement Plans and Social Security
On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button
Online editions -
On the screen Did you get a 1099-R in 2025? Click on Yes
On the screen Let's find your account, type in or select your provider name
Yes, you should be able to upload it, however, I am not seeing the upload option in the desktop version right now. You may only be able to import it if you are using the desktop version of TurboTax.
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