DaveF1006
Employee Tax Expert

Retirement tax questions

To enter your 1099R:

 

  1.  Select Federal from the left-hand menu.
  2. Click on the Wages & Income tab.
  3. Scroll down until you see the section labeled Retirement Plans and Social Security.
  4. Select Start or Revisit next to IRA, 401(k), Pension Plan Withdrawals (1099-R)
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