If you received 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).
To report Social Security (SSA-1099, RRB-1099):
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 Social Security (SSA-1099, RRB-1099).
