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March 3, 2025
Question

how do I enter three 1099-R forms in turbo tax premium?

  • March 3, 2025
  • 2 replies
  • 0 views
I entered one 1099-r but I could not determine how to enter the other two I need to enter.

    2 replies

    March 3, 2025

    Here is how to do this in TurboTax Online:

     

    • Navigate to Federal > Wages & Income > IRA, 401(k), Pension Plan Withdrawals (1099-R) Add/Edit
    • Add a 1099-R
    • Select "Change how I enter my form"
    • On the next screen, it asks "How would you like to upload your 1099-R?" Select "Type it in myself"
    • Next it asks "Who gave you a 1099-R?", you can click "Financial institution or other provider" and select continue
    • Now, you can input your 1099-R provider's info, and continue through the rest of the interview

     

     

     

    DoninGA
    Employee
    March 3, 2025

    Using the Premium online edition, click on Federal on the left side of the online program screen

    Click on Wages & Income

    Scroll down to Retirement Plans and Social Security

    On IRA, 401(k), Pension Plan Withdrawals (1099-R), click on Revisit

    On the screen Review your 1099-R info, click on the button Add another 1099-R