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where in the turbo tax platform do i upload a 1099 R form?

 
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2 Replies
CesarJ
Employee Tax Expert

where in the turbo tax platform do i upload a 1099 R form?

To Upload a 1099-R

Log into TurboTax:

 

  1. Under Federal
  2. Select Wages & Income
  3. Scroll to and select IRA, 401(k), Pension Plan Withdrawals (1099-R)
  4. Now Edit or Add another 1099-R
  5. Select Let's import your tax info or Change How I enter my form
  6. Depending on your choice continue the interview.
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where in the turbo tax platform do i upload a 1099 R form?

To enter, edit or delete a form 1099-R -

Click on Federal Taxes (Personal using Home and Business)
Click on Wages and Income (Personal Income using Home and Business)
Click on I'll choose what I work on (if shown)
Scroll down to Retirement Plans and Social Security
On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button


Online editions -

 

On the screen Did you get a 1099-R in 2025? Click on Yes
On the screen Let's import your tax info Click on Connect 

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