To enter 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 SecurityOn IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update buttonOr enter 1099-r in the Search box located in the upper right of the program screen. Click on Jump to 1099-R

Question

I have 2 1099-R forms from IRA my mother set up with her employment. When she passed away I received the funds from those in 2018. I need to know how to enter them.

Forum|Forum|7 years ago
June 1, 2019
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TurboTax Free Edition Online

DoninGA

Employee

To enter 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