Please follow steps below for 1099-R data entry:
- Federal Taxes
- Wages and Income
- Scroll down to Retirement
Plans and Social Security
- Select IRA, 401(k), Pension Plans (1099-R) - follow the prompts; please be sure to enter the form exactly as it appears and answer any state questions that you might be asked by the program; this is where the state tax treatment is determined.
