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Where do I enter my 1099-R?

SOLVEDby TurboTax12222Updated April 15, 2022

You'll get a 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 is not taxable. You can add up to 20 1099-Rs in TurboTax.

Here's how to enter your 1099-R:

  1. Sign in to your TurboTax account
  2. Open (continue) your return, if you don't already have it open
  3. Locate the search bar by the magnifying glass icon. Search for 1099-R and select the Jump to link in the search results
  4. Answer Yes on the screen, Did you get a 1099-R?
    • If you land on the screen, Review your 1099-R info instead, select Add Another 1099-R
  5. Answer any questions until you get to the screen, Let's import your tax info. Here you can choose how you want to enter your 1099-R:
    • If your financial institution is a TurboTax 1099 partner, you can import your form. Select your institution from the list and enter your sign-in credentials, then select Get my form to start the import process
    • If you prefer to upload your 1099-R or type in the info yourself, select Change how I enter my form. On the next screen, select your preferred entry method
  6. Continue answering the questions to enter or review the info from your 1099-R

If you have an SSA-1099, follow these instructions to enter it into TurboTax.

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