@Nubbsnelson wrote:
I keep getting told to revisit one of our 1099R forms. It asks what type it is. It's a pension plan. So I matked it as Other.
There is no Other for a Pension plan distribution.
There is only -
Form 1099-R
Form CSA-1099-R
Form CSF-1099-R
Form RRB-1099-R
Or a checkbox for a substitute 1099-r
To enter, edit or delete a form 1099-R -
Click on Federal Taxes (Personal using Home and Business)
Click on Wages and Income (Personal Income using Home and Business)
Click on I'll choose what I work on (if shown)
Scroll down to Retirement Plans and Social Security
On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button
Or enter 1099-r in the Search box located in the upper right of the program screen. Click on Jump to 1099-R
Online editions -
On the screen Did you get a 1099-R in 2024? Click on Yes
On the screen Let's import your tax info Click on Change how I enter my form
On the screen How do you want to add your 1099‑R? Click on Type it in myself
On the screen Who gave you a 1099-R? select the type of 1099-R you received and Continue
