To
enter the 1099-R please follow these steps:
- Click on Federal > Wages
& Income.
- 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).
- If you've already entered
one (or more) 1099-Rs, you will see a screen Your1099-R
Entries.
- Now you can click on the link Add
Another 1099-R.
- If you haven't already
entered a 1099-R, you will see the screen, Your1099-R. Click Yes
and then Continue.
- Click the I'll type it in
myself box.
- On the screen, Tell Us Which
1099-R You Have. Make sure you select the correct form and then
click Continue.
- When you are finished entering the
1099-R information, you will be brought back to the Your 1099-R Entries
screen. Click Continue if you have no more 1099-Rs to enter.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
