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Does Turbotax automatically download 1099-R?

 
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Does Turbotax automatically download 1099-R?

No, the income forms are not entered automatically by TurboTax.

 

See this TurboTax support FAQ for importing a Form 1099 - https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/import-1099s/L2...

Does Turbotax automatically download 1099-R?

No.   When your financial institution has the 1099R available for import you will need to take steps to import it, or you can key it in by hand by choosing "I'll type it in myself."  

 

Often the 1099R is available for you to view or print from the bank's site before they have it ready for import to tax software.   

 

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.

 

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

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