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Retirement tax questions
The Payer's TIN (Taxpayer Identification Number) is a required field to be entered. Enter the 9 digit TIN as shown on the Form 1099-R.
To enter, edit or delete a form 1099-R -
- Click on Federal Taxes (Personal using Home and Business)
- Click on Wages and Income (Personal Income using Home and Business)
- Click on I'll choose what I work on (if shown)
- Scroll down to Retirement Plans and Social Security
- On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button
Or enter 1099-r in the Search box located in the upper right of the program screen. Click on Jump to 1099-R
‎June 17, 2020
10:55 AM