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Where is this procedure are you stuck?
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 import your tax info Click on Change how I enter my form
On the screen How would you like to upload your 1099-R? Click on Type it in myself
On the screen Who gave you a 1099-R? select the type of 1099-R you received and Continue
If you are stuck on the Enter your 1099-R provider's info screen in TurboTax Online, first make sure you have entered the provider's name exactly as it appears on your 1099-R form.
Then, look for a Continue or Next button on the screen and click it to proceed.
If you don't see the button, try scrolling down or resizing your browser window, as it could be off-screen.
Ensure all required fields are filled out because incomplete information can prevent moving forward.
Once you continue, TurboTax will guide you through entering the remaining details from your 1099-R form step-by-step.
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