Retirement tax questions

Form 1099-R is for retirement distributions. If you have a separate savings, checking, brokerage account (not retirement account) where you earn interest then you can check with your bank if they sent you a Form 1099-INT. If they didn't but you know the interest amount then you can enter the interest without the form:

1. Click on the "Search" on the top and type “1099-INT”  
2. Click on “Jump to 1099-INT”
3. On the "Let's import your tax info" screen click "Enter a different way"
4. Select "1099-INT"
5. Select "Type it in myself"
6. Enter the name of the bank for received from
7. Enter the interest amount in box 1

To enter your Form 1099-R for the retirement distribution:

1. Click on the "Search" on the top and type “1099-R”  
2. Click on “Jump to 1099-R”