How do I get to Form 1099-R in the TurboTax Mobile App?
Did you receive more than $10 from your retirement plan? Roll over an IRA? Fill out a 1099-R in the mobile app. Here's how:
Go into your return. Make sure you’ve tapped the orange Take me to my return button if you’re not.
- Tap the menu icon in the upper left
- Tap Federal Taxes, and Wages & Income
- Scroll down and choose Retirement Plans and Social Security, and then IRA, 401(k), Pension Plan Withdrawals
- On the Your 1099-R screen, tap Yes and swipe left
- Follow the steps to import or enter your bank or brokerage information