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Here are the steps to enter the 1099-R in TurboTax Online:
- Sign into your Online account
- Click the orange button that says "Take me to my return."
- Go to Federal Taxes
- Next click on Wages and Income
- Scroll down to Retirement Plans and Social Security
- Next click on 401(k), IRA, Pension Plan Withdrawals (1099-R), click on the start of update button
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.