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Retirement tax questions
What happens when you use this procedure? Do you get to the 1099-R input screens?
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
On the screen Did you get a 1099-R in 2025? answer Yes
On the screen Choose all the situations that apply to you, select Skip this
On the screen Let us Enter Your Bank and Brokerage Tax Documents, select Skip Import
On the screen Who gave you a 1099-R, choose an option and Continue
yesterday