TomK2023
Expert Alumni

Retirement tax questions

Add/Edit/Delete Form 1099-R (Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.):

  1. Open your return (if not already open).
  2. Enter "1099r" in the Search box.
  3. Click on "jump to 1099r" link.  
  4. Import or Enter you information manually.  You may also delete (garbage can) or edit (magnifying glass) your 1099-R on the Review your 1099-R info page.

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