Retirement tax questions

You don't get a 1099R from a bank unless it's for a IRA or 401K account.  Yes you have to report all your income.  Bank interest goes on a 1099 INT form.

 

All you need to enter is the bank name or who paid you and put the amount in box 1.

 

Enter interest received like a 1099-Int under

Federal Taxes tab (Personal for Home & Business)

Wages & Income

Interest and Dividends

Interest on 1099INT - Click the Start or Update button