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Employee
February 8, 2021

Income >I’ll decide >Retirement 1099-R

ColeenD3
February 9, 2021

 You'll get a 1099-R if you received $10 or more from a retirement plan. Here's how to enter your 1099-R in TurboTax: Open (continue) return if you don't already have it open.

 

Inside TurboTax, search for 1099-R and select the Jump to link in the search results. Answer Yes on the Your 1099-R screen, then select Continue. If you land on the Your 1099-R Entries screen instead, select Add Another 1099-R. Select how you want to enter your 1099-R (import or type it in yourself) and then follow the instructions. You can add up to 20 1099-Rs.