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April 13, 2025
Question

WHERE DO I ENTER 1099_R

  • April 13, 2025
  • 1 reply
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    1 reply

    RachelW33
    April 13, 2025

    To enter your 1099-R, please follow these steps: 

     

    1. Sign in to TurboTax and choose continue or Pick up where you left off
    2. On the left side bar, choose Federal and then Wages & Income
    3. Scroll through the Income section and click the dropdown menu next to Retirement Plans and Social Security
    4. Select Start/Revisit next to IRA, 401(k), Pension Plan Withdrawals (1099-R)
    5. Answer YES on the screen Did you get a 1099-R in 2024?
    6. On the Let's import your tax info screen, Choose the box Change how I enter my form
    7. On the How would you like to upload your 1099-R? screen, choose the Type it in myself box
    8. Choose the 1099-R box associated with your form. (Most will be the 1st box) and click Continue
    9. From here you can enter the information from your Form 1099-R
    10. Walk through all of the follow-up questions until complete
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