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February 3, 2024
Question

1099-R, where and how do i enter this retirement information on my turbo tax program

  • February 3, 2024
  • 1 reply
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How and where do i enter my 1099-R retirement  monies and taxes into the turbo tax program?

    1 reply

    DawnC
    Employee
    February 3, 2024

    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:

     

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

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

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