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1 reply

SharonD007
SharonD007
March 10, 2025

If your financial institution is an import partner with TurboTax, you can follow the instructions in the TurboTax article How do I import my 1099s? for instructions.

 

If your financial institution isn't an import partner, you can scan your 1099-R to your computer and upload it or manually enter it. Refer to the TurboTax Help article  Where do I enter my 1099-R?

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