Skip to main content

1 reply

MargaretL
Employee
June 1, 2019

The data entry is located in the Retirement section. You will be receiving Form 1099-R reporting 401K distribution. Please be sure to enter the form into TurboTax exactly as it appears and follow the interview questions.  The program will help you determine any potential tax and penalty if applicable. 

  •  Type 1099-R in the search box, hit Enter
  •  Select Jump to 1099-R blue link, the program will take you directly to that data entry (see pic