TomK
Expert Alumni

Retirement tax questions

To enter/edit 1099-R (pension, annuities, etc.) documents:

  1. Log into your account and continue (if not already there).
  2. In the Search box (top right-hand corner), type “1099-r”.
  3. Click on the Magnifying Glass icon.
  4. Click on “Jump to 1099-r link high-lighted in Blue.
  5. You can add, edit (change) or delete forms.