You need the 1099R from the financial institution that manages the retirement account. Sometimes you can import it or you might have to go to their web site to get it.
To enter your retirement income, Go to Federal> Wages and Income>Retirement Plans and Social Security>IRA 401 k) Pension Plan Withdrawals to enter your 1099R.
If your bank or financial institution is not on the drop down list, click the words “I’ll type it in myself” and key in your information by hand.
See if your financial institution is on the Partner List - If not, you will have to enter the information manually.
**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
