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Retirement tax questions
This answer should help you. If you have any other details regarding this question, please feel free to post them in the comment section.
For a Code 15, you will report this income in the Retirement Income section using a Substitute 1099 R.
- Select Federal Taxes
- Select Show More at Retirement Income
- Select Start or Update at IRA, 401k, Pension Plan
- Check Yes when asked if you had this type of income
- Check I'll Type It Myself
- Check I Need to Prepare a Substitute 1099-R
- Select Yes when asked if you want to prepare a substitute Form 4852.
You will report both the distribution and any taxes withheld. Include the state information as well.
‎June 4, 2019
12:56 PM