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April 13, 2022
Question

How to enter: STATE STREET RETIREE SERVICES for USPBGC-Nortel Networks Retirement Income Plan?

  • April 13, 2022
  • 1 reply
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1 reply

ColeenD3
April 13, 2022

Not everyone is partnered with TurboTax for the purpose of importing income. You will have to say that you want to change how you enter your form and then that you want to type it in yourself.

 

To enter your 1099-R:

  1. Login to your TurboTax Account 
  2. Click "Federal" from the left side of your screen
  3. Scroll down to "Retirement Plans and Social Security" and click "Show more"
  4. Scroll down and click "Start or Edit/Add" next to "IRA, 401(k), Pension Plan Withdrawals (1099-R)
  5. TurboTax will walk you through entering the information