KenH1
New Member

Retirement tax questions

To enter form 1099-R:

Click Federal Taxes (top menu)

Click Income & Expenses (just below top menu)

Scroll down to Retirement Plans and Social Security and click Show More (if necessary)

Click Start next to IRA, 401(k), Pension Plan Withdrawals (1099-R)

Enter your 1099-R exactly as printed, paying special attention the the distribution code in Box 7 and the "IRA/SEP/SIMPLE" box.