Once you are logged into your account, you will go to the Income & Expenses section of TurboTax. Click on IRA, 401(k), Pension Plan Withdrawals (1099-R) Go to to Form 1099-R enter your pension, annuity, or other retirement plan distributions. Answer Yes on the screen, Did you get a 1099-R? If you land on the screen, Review your 1099-R info instead, select Add Another 1099-R.Or you can type in the search bar Form 1099R and click on Jump to Form 1099r. See image below: @robmarrivera

Question

What do I with the 1099-R form

Forum|Forum|3 years ago
February 20, 2023
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TurboTax Deluxe Online

HopeS

Once you are logged into your account, you will go to the Income & Expenses section of TurboTax.

Click on IRA, 401(k), Pension Plan Withdrawals (1099-R)

Go to to Form 1099-R enter your pension, annuity, or other retirement plan distributions.
Answer Yes on the screen, Did you get a 1099-R?
If you land on the screen, Review your 1099-R info instead, select Add Another 1099-R.

Or you can type in the search bar Form 1099R and click on Jump to Form 1099r. See image below: