How to Put in a 1099-R on TurboTax

How to Put in a 1099-R on TurboTax
Be sure to enter all the information on your 1099-R into TurboTax.

Step 1

Log in to your TurboTax account.

Step 2

Click the "Federal Taxes" tab and then choose "Wages & Income" from the options that appear below the tab.

Step 3

Locate the "Retirement Plans and Social Security" group and then select the "IRA, 401(k), Pension Plans" category.

Step 4

Enter your 1099-R information by following the TurboTax directions. Be sure all the information on your 1099-R form is properly entered.