Where do I enter my 1099-R?

SOLVED•by TurboTax•20926•Updated April 04, 2023

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'll have the option in TurboTax to import or upload your 1099-R or manually enter the information yourself.

Here's where to enter your 1099-R in TurboTax:

Open or continue your return
In the Federal section, select Wages & Income
Scroll to locate Retirement Plans and Social Security, and select Show more
Select Start or Revisit next to IRA, 401(k), Pension Plan Withdrawals (1099-R)

You can also find the 1099-R section using the Search option in TurboTax. Open your return, enter 1099-r in the search bar, and select the Jump to 1099-r link.

Related Information:

Where do I enter my 1099-SA?
Where do I enter Form 1099-S?
Where do I enter or import a 1099-B?
Where do I enter Form 1099-INT?
Where do I enter my 1095-A?

Was this helpful?

You must to vote, reply, or post