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March 1, 2025
Question

Review my 1099-R How do open up to add 2024 gross distribution?

  • March 1, 2025
  • 1 reply
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    1 reply

    LindaS5247
    March 6, 2025

    If you are trying to enter a Form 1099-R in TurboTax you can do the following:

     

    1. Open your tax return
    2. Click on the Search icon at the upper right of your TurboTax screen
    3. Type "1099-R" in the search bar and hit enter
    4. Click on the link "Jump to 1099-R"
    5. This will take you to the 1099-R section of your TurboTax program.
    6. Your screen will say, "Did you get a 1099-R in 2024?"
    7. Click on "Yes"
    8. Your next screen will say, "Choose any that apply. We'll give you more info on your situation and how we'll handle it."
    9. Click on the boxes that apply.  If this is your first time getting a Form 1099-R you can select "First time getting a 1099-R"
    10. Click "Continue"
    11. Select "Change how I enter my form"
    12. Click on "I'll Type it myself"
    13. Enter your Form 1099-R details.
    14. Answer all follow-up questions.

     

    Click here for instructions on where to enter your Form 1099-R.

     

    Click here for the IRS instructions for Form 1099-R.

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