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New Member
posted Apr 20, 2021 11:08:24 AM

I didn't get a W2 Form. Where does Turbo Tax ask for the income on Form 1099-R?

I received Form 1099-R for money received from teacher retirement. Can Turbo Tax process the 1099-R?

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3 Replies
Level 15
Apr 20, 2021 11:22:13 AM

To enter your retirement income, Go to  Federal> Wages and Income>Retirement Plans and Social Security>IRA  401 k) Pension Plan Withdrawals to enter your 1099R.

Level 3
Apr 20, 2021 11:54:49 AM

go on top to personal income. click walk me through everything. scroll down and you'll see retire plans. start that which pertains to you and answer questions.

New Member
Apr 20, 2021 12:14:00 PM

Lay your 1099R on the table next to your computer.

 

In Turbo Tax, find the Income Section, go to "enter your 1099R".

 

Follow the questions asked by Turbo Tax.  Fill in the information from each box as the questions are asked.  There are a number of questions for information on your 1099R.  They are synced up with the numbers on the 1099R.

 

When you are finished Turbo Tax will ask if you have any more 1099Rs.  If so, follow the same process until you have reported all 1099Rs you have received.