DaveF1006
Expert Alumni

Retirement tax questions

If you don't have an 1099R, you would report this as other income.

  1.  Go to federal>income and expenses>all income>>show more 
  2.  Less Common Income> Start
  3.  Miscellaneous Income,>start
  4.  Other reportable income>start
  5.  Next screen asks Any Other Taxable Income>yes
  6. The next screen will allow you to report the income with a brief explanation. In this case, you would describe it as Steelpath Funds Remediation check with no 1099r.

 

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