JohnB5677
Expert Alumni

Retirement tax questions

You can post the information, and then add a 1099-R

 

Under Federal

  1. Wages & Income
  2. Scroll to IRA, 401(k), Pension Plan Withdrawals (1099-R) [Add/Edit]
  3. Did you get a 1099-R in 2024? [yes]
  4. If you are adding a 1099-R [+ Add another 1099-R]
  5. The steps are the same from here
  6. [Change how I enter my form]
  7. [Type it Myself]
  8. If necessary chose a person [Continue]
  9. Who gave you a 1099-R? Click box [Continue]
  10. Post the 1099-R Information as best you can
  11. Be sure to enter box 7 as 7 Normal Distribution [continue]
  12. Do you have info in Box 2a or Box 2b? Yes/No
  13. Is the IRA/SEP/SIMPLE box on this 1099-R checked? [no]
  14. Where is your distribution from? Probably None of the above
  15. This should be a Non Qualified Plan
  16. Do any of these situations apply to you?
    1. [X] I need to file a substitute 1099-R
  17. Post this and complete the interview

 


 

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