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Retirement tax questions
You can use the steps here below to help you enter the 1099-R if you have not already filed the return.
- Log into your account and click the orange Take me to my return button
- Type 1099r in the Search box in the top right corner and hit enter
- Choose jump to 1099r and it will take you right to that section to enter the form
- If you've already previously entered this form, you'll come to the Your 1099-R Entries screen. Here, you can either Edit an existing 1099-R entry, or click Add Another 1099-R to add another one.
- Select Yes and then Continue to next screen to choose I'll type it in myself
‎June 5, 2019
4:06 PM