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March 2, 2025
Question

how do you enter form 1099-R if the institution that you received it from isn't listed?

  • March 2, 2025
  • 2 replies
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retirement income form 1099r

    2 replies

    DoninGA
    Employee
    March 2, 2025

    You enter the Form 1099-R manually.

     

    To enter, edit or delete a form 1099-R -

    Click on Federal Taxes (Personal using Home and Business)
    Click on Wages and Income (Personal Income using Home and Business)
    Click on I'll choose what I work on (if shown)
    Scroll down to Retirement Plans and Social Security
    On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button

     

    Or enter 1099-r in the Search box located in the upper right of the program screen. Click on Jump to 1099-R

     

    Online editions -

    On the screen Did you get a 1099-R in 2024? Click on Yes

    On the screen Let's import your tax info Click on Change how I enter my form
    On the screen How do you want to add your 1099‑R? Click on Type it in myself

    On the screen Who gave you a 1099-R? select the type of 1099-R you received and Continue

    March 2, 2025

    You can input your 1099-R manually.

     

    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