Enter 1099-R in TurboTax Deluxe 2021 for Mac

[taxmixer]

Does anyone know how to enter FORM 1099-R into TurboTax Deluxe 2021 Desktop for Mac?  All the instructions at the website have to do with the online version of TurboTax.  I can't find any tips or explanations in the actual software on how to do this.  FYI, one 1099-R is for an IRA to IRA rollover.  The other 1099-R is for a pension to IRA rollover.  I don't believe I owe any tax.

[VolvoGirl]

Should be about the same way as online.

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

There are 4 boxes.  Be sure to pick the right box for the kind of 1099R you got.

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

[DoninGA]

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

[taxmixer]

VolvoGirl -  Thanks, you made it very easy. You've helped me in the past also... so thanks again.

[taxmixer]

Thanks DoninGA - that worked. Simpler than I thought.