MarilynG1
Expert Alumni

Retirement tax questions

Type '1099-r' in the Search area, then click on 'Jump to 1099-r'.

 

You may need to Delete/Re-Enter your 1099-R to get the correct screens to come up.

 

Make sure you did not check the the box for 'IRA' when entering your 1099-R. Pay close attention to the follow-up questions.

 

Form 1040 will show the entire Annuity amount on Line 5a, but the taxable amount is reported on Line 5b. 

 

Click this link for more info on How to Enter a 1099-R

 

 

 

 

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