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Retirement tax questions
You can add the 1099R by following the instructions below:
To enter pension and annuity Payments (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
Enter the 1099R exactly as received and then answer all the questions after it is entered.
May 31, 2019
9:39 PM