Where do I enter my 1099-R?
You'll get a Form 1099-R if you received $10 or more from a retirement plan. You're required to report a 1099-R on your tax return, even if the distribution isn't taxable.
You can import or upload your 1099-R, or manually enter the information yourself.
Here's how to navigate to the 1099-R section:
TurboTax Online/Mobile: Go to 1099-R.
TurboTax Desktop: Select Search Topics. Search for and select 1099-R.
It looks like your return was rejected. After you fix your rejected return, sign out and then go to the 1099-R section.
It looks like your return has been accepted. You'll need to amend your return. To enter or change your 1099-R, go to the 1099-R section.
Have you printed, but not mailed your return? You don't need to amend. You can just add your 1099-R and reprint.
If you started to amend your return:
Select Cancel Amend, then Yes, I want to cancel my amended return, and Continue.
Select Tax Home and scroll down to Your tax return & documents.
Select + Add a state (you're not actually adding a state. This is just how to open your return).
In the Federal section of your return, select Wages & Income.
Scroll to locate Retirement Plans and Social Security.
Select Start or Revisit next to IRA, 401(k), Pension Plan Withdrawals (1099-R) to enter your 1099-R information.
You can also find the 1099-R section using Search. Open or continue your return in TurboTax by selecting the Continue or Start button on the Tax Home screen, enter 1099-r in the search bar, and select the Jump to 1099-r link.
We can't take you to the 1099-R section right now because your filed return is pending.
Check your email for updates. Once the IRS has processed your return, you can sign back in to enter or change your 1099-R info.
