Retirement tax questions

A distribution from a retirement account should be accompanied by a 1099-R reporting the distribution.

• If possible you should contact that employer and request the form.
• In the event you can not get a 1099-R, the income will still have to be reported.

To post the 1099-R

Select Wages & Income

1. Scroll down and select IRA, 401(k), Pension Plan Withdrawals (1099-R)
2. The screen should show Here's your 1099-R info
3. At the bottom of the page click on [+ Add another 1099-R]
4. You'll see Let's import your tax info
5. Scroll to the bottom and select [Change how I enter my form]
6. How would you like to upload your 1099-R?
7. Say to [Type it myself]
8. Who does this 1099-R belong to?
9. Continue through the interview.
10. You will come to the screen: Do any of these situations apply to you?
11. Select I need to file a substitute 1099-R
12. Continue the interview

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