Irene2805
Expert Alumni

Retirement tax questions

To enter additional 1099-Rs after entering one, please follow these steps:

  1. Click on Federal > Wages & Income.
  2. Scroll down to the Retirement Plans and Social Security section and click on the Start/Revisit box next to IRA, 4701(k), Pension Plan Withdrawals (1099-R). 
  3. If you've already entered one (or more) 1099-Rs, you will see a screen Your 1099-R Entries.  Click on the link Add Another 1099-R (below the table).  [See screenshot below.]
  4. On the next screen click I'll type it myself.
  5. On the screen, Tell Us Which 1099-R You Have, mark the radio button for the type of 1099-R. 
  6. On that same screen, for This Form 1099-R belongs to, select the appropriate person (if filing jointly)  and click Continue

 

@Fran123478