PattiF
Expert Alumni

State tax filing

To enter the CSA 1099-R, go to Retirement Plans

  • and select IRA, 401(k), Pension Plans (1099-R,) then Start
  • Click on box I'll type it in myself, then Continue
  • Tell Us Which 1099-R You Have and click on your form and Continue
  • Follow the Prompts
  • On the next page, enter the information and do not include any information in the State Information section
  • Follow the prompts
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"