You'll need to sign in or create an account to connect with an expert.
Don't import it. Just manually enter it.
Enter a 1099R under
Federal Taxes
Wages & Income
Then scroll way down to Retirement Plans and Social Security
Then IRA, 401(k), Pension Plan Withdrawals (1099-R) – Click Start
If you are adding another 1099R there might be a Add button at the bottom of the list.
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
Online editions -
On the screen Did you get a 1099-R in 2025? Click on Yes
On the screen Let's import your tax info Click on Change how I enter my form
On the screen How would you like to upload your 1099-R? Click on Type it in myself
On the screen Who gave you a 1099-R? select the type of 1099-R you received and Continue
not all issuers make the form available in electronic format, so it can be imported into TurboTax. In these cases it must be entered manually.
Still have questions?
Questions are answered within a few hours on average.
Post a Question*Must create login to post
Ask questions and learn more about your taxes and finances.
plaidford15
Returning Member
gabemaldo324
New Member
vivian-ogrady
New Member
elishammell
New Member
Jennay2026
Level 1