Where do I enter Form 1099-R in TurboTax?

Form 1099-R is an IRS form that reports distributions from retirement and profit-sharing plans, IRAs, insurance contracts, pensions, and annuities.

Although railroad retirement pensions are reported on Form RRB-1099-R and civil service retirement annuities are reported on either Forms CSA-1099-R or CSF-1099-R, all of these are considered to be 1099-R forms.

Here's how to get to the 1099-R screens in the TurboTax Online:

1. Select the Tools button in the upper right-hand portion of the screen. 
2. Select Topic Search. 
3. When the window opens, type "1099-r" into the box, select the item that best describes the 1099-R that you received, and then select Go. 
4. Follow the on-screen instructions to enter the information from your 1099-R.

Here's how to get to the 1099-R screens in the TurboTax desktop or CD/download version:

1. Enter your cursor into the search box in the upper right-hand portion of the screen. 
2. Type "1099-r" into the box, click on the item that best describes the 1099-R that you received. 
3. Follow the on-screen instructions to enter the information from your 1099-R.