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Deductions & credits
The OMB form you received would be either a CSA-1099-R or a CSF-1099-R and has to be reported on your tax return.
Enter 1099-r in the Search box located in the upper right of the program screen. Click on Jump to 1099-R
On the screen Did you get a 1099-R in 2021? Click on Yes
On the next screen click on Continue
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
April 5, 2022
5:55 AM