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Where and how do we add our 1099-r information. we do not have an account so the turbo tax is not clear
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What account don't you have? A Turbo Tax account or a financial account for the 1099R?
Enter a 1099R under
Federal Taxes on left
Wages & Income
Then scroll way down to Retirement Plans and Social Security
Then IRA, 401(k), Pension Plan Withdrawals (1099-R) – Click Start
If you are adding another 1099R there might be a Add button at the bottom of the list.
Don't type the bank name or try to import it.
On the Let Us Enter Your 1099 page go down to the bottom and pick Enter a different way
Be sure to pick the right kind of 1099R on the 4 boxes. 1099R or CSA1099R or CSF1099R or RRB1099R
If you are filing a Joint return be sure to pick which person it is for.
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.
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