How to Put in a 1099-R on TurboTax

Be sure to enter all the information on your 1099-R into TurboTax.

A 1099-R form records distributions you received during the year from certain retirement accounts, including 401(k), 403(b) and IRA accounts. Income listed on a 1099-R form can be taxable or tax-free, and if you have withdrawn money before retirement age, may be subject to early distribution penalties. Many people use automated tax-return programs, such as the Internet-based TurboTax, to help them report this income correctly and avoid penalties from the Internal Revenue Service (IRS).

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.

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