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Retirement tax questions
Ok, you will enter the 1099R and it will have the amounts on the 1099R entered exactly as you received it. It does not matter how many different funds it includes.
Just carefully answer the questions that follow the 1099R
To enter pension and annuity Payments (1099-R)
- Click on Federal Taxes (Personal using Home and Business)
- Click on Wages and Income (Personal Income using Home and Business)
- Click on I'll choose what I work on (if shown)
- Scroll down to Retirement Plans and Social Security
- On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button
‎June 4, 2019
6:39 PM