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Retirement tax questions
I logged into my online account and wrote down the steps.
Enter a 1099R under
Federal Taxes on left
Wages & Income at the top
Then scroll way down to Retirement Plans and Social Security
Then IRA, 401(k), Pension Plan Withdrawals (1099-R) – Click Start
Don't type the bank name or try to import it.
At the bottom pick - Change How I enter my Form
Then on the next screen pick - I'll Type it in Myself
If you are filing a Joint return be sure to pick which person it is for.
Next screen is Who gave you a 1099R? Pick the right box.
February 13, 2022
10:38 AM