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RachelW33
April 15, 2024

To enter your Form 1099-R in TurboTax Online, please follow these steps:

 

  1. Sign in to your TurboTax account and open your return
  2. Select Federal from the side bar, then Wages and Income
  3. Scroll down and click on Retirement Plans and Social Security: 1099-R, IRA's, 401(k), early withdrawals
  4. Click on Start/Revisit next to IRA, 401(k) Pension Plan Withdrawals (1099-R)
  5. Answer Yes to Did you get a 1099-R in 2023? or Add another 1099-R
  6. Choose Change how I enter my form and then select Type it in myself
  7. Enter the 1099-R provider's info and click Continue
  8. Enter the information from your Form 1099-R and click Continue 
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