To enter a form 1099-R:
The 1099 R will be entered in the Retirement Plans and Social Security section.
• Select Personal
• Select Personal Income
• Select Retirement Plans and Social Security
• Select IRA, 401(k), Pension Plan Withdrawals (1099-R)
Form 1099-R is used to report the distribution of retirement benefits such as pensions, annuities or other retirement plans. Variations of Form 1099-R include:
- Form CSA 1099R,
- Form CSF 1099R and
- Form RRB-1099-R.
Most public and private pension plans that are not part of the Civil Service system use the standard Form 1099-R. You should receive a copy of Form 1099-R, or some variation, if you received a distribution of $10 or more from your retirement plan.
