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
Or enter 1099-r in the Search box located in the upper right of the program screen. Click on Jump to 1099-R
Note - Importing of Form 1099's from TurboTax import partners usually is not available until mid-February
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
Or enter 1099-r in the Search box located in the upper right of the program screen. Click on Jump to 1099-R
Note - Importing of Form 1099's from TurboTax import partners usually is not available until mid-February
If it is a pension or 401k from a Fidelity Netbenefits account. historically, they have never had data imports, so you normally have to enter them manually. (true, I haven't tried an import again this year, since I've already entered them manually)
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Don't know about a 1099-R from a regular Fidelity consumer account IRA. Haven't been in that situation, so don't know what they provide there. But those consumer account forms were supposed to be available after 25 Jan.