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New Member
posted Feb 22, 2025 9:58:26 PM

How can I download my 1099-R Form into my Turbo Tax? I am having difficulty

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1 Replies
Level 15
Feb 23, 2025 6:48:01 AM

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.

 

If your bank or financial institution is not on the drop down list, click the words “I’ll type it in myself” and key in your information by hand.

 

 

See if your financial institution is on the Partner List - If not, you will have to enter the information manually.