To import your 1099-R form : Log in to your account. Go to Federal Taxes. Go to Wages and Income . Scroll down to IRA, 401(k), Pension Plan Withdrawals (1099-R) and click Edit. Answer Yes to Did you receive any 1099R forms? Enter Your bank or Financial institution.If your 1099R can be imported from the institution you will see the option to import "Get my form" at the bottom right.

Question

Where do I import my 1099 R information? No option showing to import

Forum|Forum|6 years ago
February 4, 2020
1 reply
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TurboTax Deluxe Online

M

MayaD

To import your 1099-R form :

Log in to your account.
Go to Federal Taxes.
Go to Wages and Income .
Scroll down to IRA, 401(k), Pension Plan Withdrawals (1099-R) and click Edit.
Answer Yes to Did you receive any 1099R forms?
Enter Your bank or Financial institution.

If your 1099R can be imported from the institution you will see the option to import "Get my form" at the bottom right.

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