BrittanyS
Expert Alumni

Retirement tax questions

To enter the 1099-R, follow these steps:

 

  1. Click Wage & Income
  2. Scroll down to Retirement Plans and Social Security and click show more
  3. Click Start next to IRA, 401(k), Pension Plan Withdrawals (1099-R)
  4. Click Yes for "Did you get a 1099-R
  5. Click "Change how I enter my form" Under Let's import your tax info
  6. Click Type it in myself
  7. Finish remainder of 1099-R entries

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