To enter your retirement income, Go toFederal> Wages and Income>Retirement Plans and Social Security>IRA401 k) Pension Plan Withdrawals to enter your 1099R.
If your bank or financial institution is not on the drop down list, click the words “I’ll type it in myself” and key in your information by hand.
See if your financial institution is on the Partner List - If not, you will have to enter the information manually.
**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.**
TurboTax Expert Assist
Get answers to all your tax questions
Our experts are available on-demand, no appointment needed. Get help all year long with TurboTax Expert Assist.