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Retirement tax questions
To enter a 1099-R:
1. Click Federal on the left-hand side menu.
2. Click Income across the top.
3. Scroll down to Retirement Plans and Social Security and click Show more.
4. Click Start or Revisit by IRA, 401(k), Pension Plan Withdrawals (1099-R).
Enter it as shown on your paper 1099-R.
To enter your interest:
1. Click Federal on the left-hand side menu.
2. Click Income across the top.
3. Scroll down to Interest and Dividends and click Show more.
4. Click Start or Revisit by Interest from Seller-Financed Loans .
‎June 3, 2019
4:18 PM