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Enter you 1099-R exactly as it appears.
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 or 1099R (lower-case works too) and then click or tap the "Jump to" link in the search results.
- Answer Yes on the Your 1099-R screen, then click or tap Continue
OR
To enter pension and annuity Payments (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
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