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6 replies

ReginaM
Level 12
March 12, 2020

Here is how you import your 1099-R in TurboTax,

 

1. While in your Tax Home,

2. Select Search from the top right side of your screen,

3. Enter 1099-R,

4. Select Jump to 1099-R

5. Follow the On-Screen Prompts to complete this section.  TurboTax will walk you through   

    the import of your 1099-R from here.

 

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Level 2
February 21, 2022

No. When I do Search "1099-R" there is no "Jump to 1099-R" offered. 

Level 10
February 21, 2022

Follow this step to get to the Jump to 1099-r link:

  1. First you need to open your tax return  (within your federal taxes)
  2. In the search box, type 1099-r and hit the Enter key, you should be able to see the Jump to form 1099-r link.

 

 

@HarryK

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March 12, 2020

note that not all financial institutions have partnered with TT to allow import of the tax documents.