TurboTax

Level 1

Question

How do i import 1099-r?

No text available

Alumni - Intuit

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

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

Alumni - Intuit

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

First you need to open your tax return (within your federal taxes)
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.

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Anonymous

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

6 replies