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Retirement tax questions
Enter them all individually.
First, make sure they are not extra copies of the same 1099-R (Distribution). If you have more than one of the SAME 1099-R reflecting the SAME distribution, you will need to only enter one. Just use the steps below (except for the last step).
If you have multiple 1099-R's for Multiple distributions than just follow the steps below.
- Go to Federal Taxes located on the left side menu.
- Click on Wages and Income.
- Click on Explore on My Own.
- Scroll down to Retirement Plans and Social Security.
- On IRA, 401(k), Pension Plan Withdrawals (1099-R), click on the start or update button.
- Once you have entered the first one and come to the 1099-R summary screen you can choose add another 1099-R.
‎February 2, 2021
11:48 AM