Retirement tax questions

Those are separate forms and are entered separately -

To enter 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

·         Scroll down to Retirement Plans and Social Security

·         On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button

To enter your Social Security benefits reported on form SSA-1099

·         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

·         Scroll down to Retirement Plans and Social Security

·         On Social Security (SSA-1099, RRB-1099), click the start or update button