Retirement tax questions


@Sylviab wrote:

I have a statement of annuity --for2019, not sur where to enter information.  Thanks


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

 

Make sure that you select the correct 1099-R -

Form 1099-R

Form CSA-1099-R

Form CSF-1099-R

Form RRB-1099-R