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1099R for my wife Francine
my wife received a benefit payment from JP:Morgan Chase 15,696
ataxable amount
ataxable amount
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June 4, 2019
9:36 PM
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Retirement tax questions
Please follow below steps to enter your wife's 1099-R form; be sure to enter it exactly as it appears and answer any follow up question; they determine tax treatment of the benefit.
- Federal Taxes
- Wages and Income
- Scroll down to Retirement Plans and Social Security
- Select IRA, 401(k), Pension Plans (1099-R)
If you have already filed and your return has been accepted -and just now received the form- you will have to amend your tax return;the return is mailed; takes about 16 weeks to process. Here are amending instructions.
Please comment if you have additional questions.
June 4, 2019
9:36 PM