TurboTax FAQ
TurboTax FAQ
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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.

  1. Tap the menu icon in the upper left
  2. Tap Federal Taxes, and Wages & Income
  3. Scroll down and choose Retirement Plans and Social Security, and then IRA, 401(k), Pension Plan Withdrawals
  4. On the Your 1099-R screen, tap Yes and swipe left
  5. Follow the steps to import or enter your bank or brokerage information