Yes, you can enter your 1099-R directly. Here's how to do that:
- Open your return.
- Select Federal, then Wages & Income.
- Scroll down to IRA, 401(k), Pension Plan Withdrawals (1099-R), under Retirement Plans and Social Security, select Start or Revisit to the right.
- Answer Yes to Did you get a 1099-R in 2023?
- Follow the screen instructions to enter the 1099-R form, or if you don't want to import the form, select Enter a different way at the bottom.
- Select Type it in myself.
- Answer the rest of the questions in the section.
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