What version of turbotax do i need to report taxable income (1099-R?) from an IRA distribution?

Forum|Forum|6 years ago
June 1, 2019
2 replies
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Not sure which version, that's my question!

TurboTax Deluxe Windows

Best answer by DoninGA

Every TurboTax edition supports entry of a Form 1099-R

To enter a form 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

Or enter 1099-r in the Search box located in the upper right of the program screen. Click on Jump to 1099-R

DoninGAAnswer

Employee

Every TurboTax edition supports entry of a Form 1099-R

To enter a form 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

Or enter 1099-r in the Search box located in the upper right of the program screen. Click on Jump to 1099-R

Davidpeck2

Is this true for TurboTax for tax year 2023?

xmasbaby0

Employee

You can enter a 1099R into any version of TurboTax.

To enter your retirement income, Go to Federal> Wages and Income>Retirement Plans and Social Security>IRA 401 k) Pension Plan Withdrawals to enter your 1099R.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**