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Importing from Quicken
I have two(2) Pensions and when I import that info in TurboTax it comes in in one lump $$$. I have named them differently, but they are 1099-R... I have an annuity that is also a 1099-R that comes in separately.
ThomasM125Answer
Alumni - Intuit
January 24, 2020
You should have a separate entry in TurboTax for each form 1099-R that is issued to you for your pension distributions. It is possible that both pension distributions are being combined on the same 1099-R form, in which case you don't need to worry.
Please follow these steps to view the form 1099-R's in your program:
1. Find the "Income and Expenses" menu option in your TurboTax program
2. Look for your pension entries under "IRA, 401(k), Pension Plan Withdrawals"
3. Click on the "Edit/Add" box
4. Under "Your 1099-R Entries" you will see the form 1099-R entries in your program
Compare the entries in TurboTax with the actual form 1099-R's that you were issued. If any of them are incorrect, change or delete them and enter the correct information manually.
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