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I'm trying to enter Freddy's 1099-R not mine!

1 Reply
Intuit Alumni

I'm trying to enter Freddy's 1099-R not mine!

You can select who's 1099-R you are entering on the "Tell us which 1099-R you have" screen. Next to "This Form 1099-R belong to" select the name.  

  1. Login to your TurboTax Account 
  2. Click "Take Me To My Return"
  3. Click "Federal" from the left side of your screen
  4. Scroll down to “Retirement Plans and Social Security” and click “Show more
  5. Scroll down and click "Start" next to "IRA, 401(k), Pension Plan Withdrawals (1099-R)
  6. Answer "Yes" to the question "Did You Have Any of These Types of Income?"
  7. Click "I'll Type it Myself"
  8. Choose "Form 1099-R, Withdrawal of Money from 401(k) Retirement Plans, Pensions, IRAs, etc." and select the name next to "This Form 1099-R belongs to"
  9. Click "Continue" and enter the information from your 1099-R

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