DanaB27
Expert Alumni

Retirement tax questions

Please follow these steps to get to the retirement section for Form 1099-R:

 

  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 1099-R

 

Or use these steps:

 

  1. Click "Wages & Income" (under Federal) on the left
  2. Scroll down and click "Show more" next to "Retirement Plans and Social Security"
  3. Scroll down and click "Start" next to "IRA, 401(k), Pension Plan (1099-R)

 

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