DanaB27
Employee Tax Expert

Retirement tax questions

If you verified they are not for the same distribution then you can follow these steps to enter your 1099-Rs:

 

  1. Click on "Search" on the top right and type “1099-R”
  2. Click on “Jump to 1099-R”
  3. Click "Continue" and enter the information from your first Form 1099-R
  4. On the "Your 1099-R Entries" screen click "Add Another 1099-R" and enter your 2nd Form 1099-R
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