Enter the 1099-R form as it is reported and answer the follow up questions. To enter:
Online versions:
- Sign into your tax return and select the 'take me to my return' button
- Type '1099-r' in the search box, then select the 'jump to' link
Enter the form details with the box 7 distribution codes and answer the following interview questions.
For desktop versions:
- Open your return then type '1099-r' in the Find box and select the 'jump to' link
- Enter your form details and answer the follow up interview questions
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