The 1099-R represents a withdrawal from a retirement fund regardless of if it is a pension or individual IRA.
On sidebar
- Select Federal
- Wages & Income
- Select Wages and Salaries, or Revisit
- Scroll to Retirement Plans and Social Security
- Select the type of income
- IRA, 401(k), Pension Plan Withdrawals (1099-R)
- Social Security (SSA-1099, RRB-1099)
- Canadian Registered Pension Income
- At this point you can edit an existing document of [Add another 1099-R]
- If a new 1099-R continue to Let's import your tax info
- You can import by selecting your provider
- Follow the instructions
- or [Change how I enter my form]
- [Type it Myself]
- Post your information.
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