Enter the 1099-R for the distribution then complete the follow up screens to determine the taxable portion using the safe harbor method will be completed automatically.
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
