Question

Hi, I just received a 1099-R form, how do I go about filing it?

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The income statement for retirement or pension usually comes on a 1099-R. To enter this information in Turbo Tax

· Please click on the Federal Taxes tab, at the top.

· Then select, Wages and Income

· You may see a prompt for your 1099-R but if not, click on

· Check for More Income and then Skip to See All Income

· Scroll down to Retirement Plans and Social Security, by the Blue dollar sign icon

· Click on Show more and Start for your 1099-R

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