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July 8, 2021
Question

where do i input my 1099r

  • July 8, 2021
  • 1 reply
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where do i input 1099R on my tax return?

    1 reply

    VolvoGirl
    Employee
    July 8, 2021

    The easiest way to get to the 1099-R entry screen is to simply search for 1099-R (upper- or lower-case, with or without the dash) in your TurboTax program and then click the "Jump to" link in the search results.

     

    Enter a 1099R under

    Federal Taxes Tab or Personal (Home & Business)

    Wages & Income at the top

     

    Then scroll way down to Retirement Plans and Social Security,

    Then IRA, 401(k), Pension Plans (1099R) - click Start or Revisit

     

    If you are filing a Joint return be sure to pick which person it is for.

     

    Don't enter the bank or broker name and don't try to import it.  It is just as fast and easy to manually enter it.  At the bottom pick -  Change How I enter my Form

    Then on the next screen pick I'll Type it in Myself