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2 replies

DoninGA
April 6, 2025

To enter, edit or delete a form 1099-R -

Click on Federal Taxes (Personal using Home and Business)
Click on Wages and Income (Personal Income using Home and Business)
Click on I'll choose what I work on (if shown)
Scroll down to Retirement Plans and Social Security
On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button


Online editions -

On the screen Did you get a 1099-R in 2024? Click on Yes

On the screen Let's import your tax info Click on Change how I enter my form
On the screen How do you want to add your 1099‑R? Click on Type it in myself

On the screen Who gave you a 1099-R? select the type of 1099-R you received and Continue

SharonD007
April 6, 2025

You enter Form RRB 1099-R in the Retirement and Social Security Section of Income & Expenses.  Refer to the TurboTax Help article Where do I enter my 1099-R? for navigation instructions. As you go through the interview, TurboTax will ask you questions about your 1099-R to help determine the taxable portion.

 

For more information, refer to the TurboTax article What are Forms RRB-1099 and RRB-1099-R?

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