How do i import 1099-r?

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.

 

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

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

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

Hi Regina

I am using Turbotax Premier 2022. I followed your instructions steps 1-4. I did not get step 5 per your instructions.

I also tried typing rrb-1099-r in search and followed Jump to rrb-1099-r but did not get any prompts to import 1099-R's

You may review this resource @virdils1941.