MargaretL
Expert Alumni

Retirement tax questions

Please follow below steps for 1099-R data entry:

  1. Federal Taxes
  2. Wages and Income
  3. Scroll down to Retirement Plans and Social Security
  4. Select IRA, 401(k), Pension Plans (1099-R)- follow the prompts; the program will ask you for any state-specific situations, then transfer the information to its respective state