DanaB27
Expert Alumni

Retirement tax questions

Please follow these steps to enter your Form 1099-R for the retirement distribution:

 

  1. Click on "Search" on the top right and type “1099-R”  
  2. Click on “Jump to 1099-R”
  3. Enter the information from your 1099-R
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"