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February 26, 2025
Question

Where do I enter retirement 1099R

  • February 26, 2025
  • 2 replies
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    2 replies

    Employee
    February 26, 2025

    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.**
    February 26, 2025

    To enter your Form 1099-R in TurboTax, 

     

    • Go to Tax Home
    • Select Income and click on the drop down arrow
    • Select "IRA, 401(k), Pension Plan Withdrawals (1099-R)" and click on the pencil icon
    • The next screen will ask you "Did you get a 1099-R in 2024?"  Answer Yes
    • The next few screens will guide you through either importing, uploading, or manually entering your Form 1099-R my form" 
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