You enter it in the same section you entered your 1099-R. Just pay close attention to the small checkbox on the Form 1099-R screen (see screenshot below). Return to the 1099-R section using the instructions below and click "Add Another 1099-R" on the Your 1099-R Entries screen. Click "Ill Type myself" and next screen should be the screen below - Tell Us Which 1099-R You Have - check the correct spouse underneath where it says "This Form 1099-R belongs to ..."
The easiest method of entering the income is to use the search function
- Log into your account if using online
- Select Take Me to My Return (must click this before proceeding to the search)
- Use the search function in the top right-hand corner (magnifying glass) if online - if using the desktop program use the search topics
- Search for “1099R” and click the jump to link that appears
- Proceed with filling out the information
You can also find this section under Federal Taxes (may say Personal if using Self Employed version) > Wages and Income > If prompted, click "Ill choose what want to work on" or "Show All" > Retirement Plans and Social Security > IRA, 401(k), Pension Plan Withdrawals (1099-R)
