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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:
- Federal
- Wages & Income
- Scroll to IRA, 401(k), Pension Plan Withdrawals (1099-R)
- Get ready to be impressed Continue
- Select Change how I enter my form
- Select Type it myself
- Select Box Financial Institution or other providers (1099-R) Continue
- Enter the information for the first 1099-R.
- After completing the questions it will come back to a summary. Review your 1099-R info
- Select Add another 1099-R
- You can post the additional 1099-R even if it has the same TID
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‎January 17, 2022
2:36 PM