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Level 2
posted Dec 7, 2023 2:00:08 PM

TurboTax Premier 2023 and 1099-Rs

On my Windows PC, in my TurboTax Premier 2023, when will I be able to enter the numbers from my 1099-Rs?

0 2 278
2 Replies
Level 15
Dec 7, 2023 2:40:11 PM

You can use Forms mode to enter pension income on the Form 1099-R.  Click on Forms.  When in Forms mode click on Open Form at the top left of the screen.  Type in 1099-R and click to open the form.  Enter your information and then go back to the step-by-step interview.

Level 15
Dec 8, 2023 8:58:20 AM

You can now enter your 1099-R forms in the Step-by-Step interview. There is an update today (December 8 ) that includes that section of the interview. Update your software and you will be able to enter the 1099-R forms.