Retirement tax questions

To enter your 1099-R form:

  • Go to Federal > Wages & Income
  • Scroll down to the Retirement Plans and Social Security section
  • Click Start next to IRA, 401(k), Pension Plan Withdrawals (1099-R)
  • Answer Yes to Did you have any of these types of income in 2016?
  • On the next screen, click I'll type it in myself
  • Select the type of 1099-R that you have on the next screen.
  • Proceed through the rest of the interview to enter your 1099-R information.


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