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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