3541313
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

Where do you report 1099-R income?

I tried adding in investment income and it wouldn't accept Nationwide. That is where I had my investments.
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

2 Replies

Where do you report 1099-R income?

A 1099R is for retirement income like a pension, distributions from an IRA or 401k, etc.   Do you have a 1099R?

 

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.

 

Or do you have something else--you mentioned investments.  Do you have a 1099B?

 

To enter a 1099B go to Federal>Wages & Income>Investment Income

 

**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.**
ThomasM125
Expert Alumni

Where do you report 1099-R income?

Pension income is reported on a Form 1099-R. You enter that as follows in TurboTax:

 

From the federal menu in TurboTax navigate to Wages and Income, find the Retirements and Investments and then IRA, 401(k), Pension Plan Withdrawals (1099-R) section. You will see a screen there where you can enter your Form 1099-R.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question