JohnB5677
Expert Alumni

Retirement tax questions

This is not a problem, but first, be sure you do not have a corrected version of the previous statement.

 

If you're in the Online version you will go to:

  1. Federal
  2. Wages & Income
  3. Scroll to IRA, 401(k), Pension Plan Withdrawals (1099-R)
  4. Get ready to be impressed Continue
  5. Select Change how I enter my form
  6. Select Type it myself
  7. Select Box Financial Institution or other providers (1099-R) Continue
  8. Enter the information for the first 1099-R.
  9. After completing the questions it will come back to a summary.  Review your 1099-R info
  10. Select Add another 1099-R
  11. You can post the additional 1099-R even if it has the same TID
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