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I took a lump sum transfer from a former employer's pension plan. It was a direct rollover into my traditional IRA. I got a 1099-R. Where do I include it?
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June 6, 2019
7:51 AM
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Retirement tax questions
To enter a form 1099-R -
- Click on Federal Taxes (Personal using Home and Business)
- Click on Wages and Income (Personal Income using Home and Business)
- Click on I'll choose what I work on (if shown)
- Scroll down to Retirement Plans and Social Security
- On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button
Or enter 1099-r in the Search box located in the upper right of the program screen. Click on Jump to 1099-R
June 6, 2019
7:51 AM