DanaB27
Expert Alumni

Retirement tax questions

If you do not want to import the Form 1099-R then you can enter it manually:

 

  1. Click on "Search" on the top right and type “1099-R”  
  2. Click on “Jump to 1099-R”
  3. On the "Let's import your tax info" screen click "Change how I enter my form"
  4. On the "How do you want to enter your 1099‑R?" screen click "Type it in myself"

 

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