IreneS
Expert Alumni

Retirement tax questions

Yes, you can come back when you receive the additional 1099-R forms.  To enter additional 1099-Rs please follow these steps:

 

  1. Click on Federal > Wages & Income.
  2. Scroll down to the Retirement Plans and Social Security section and click on the Start/Revisit box next to IRA, 4701(k), Pension Plan Withdrawals (1099-R).  
  3. If you've already entered one (or more) 1099-Rs, you will see a screen Your1099-R Entries.  Click on the link Add Another 1099-R
  4. If you haven't already entered a 1099-R, you will see the screen, Your1099-R. Click Yes and then Continue.
  5. You can either import your 1099-R or click on the I'll type it in myself box.
  6. If you select to enter the information yourself, continue through the screens, answering the interview questions.

 

[Edited | 4/13/2020 |  1:12 pm PDT]

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