Is there a difference between 1099 and 1099r

 
KrisD
Intuit Alumni

Retirement tax questions

There is more than one type of 1099. A 1099-R reports retirement income and retirement account transactions, such as an IRA, a 1099-Misc reports miscellaneous income such as paying a contractor and a 1099-Q reports an education accoount distribution to name a few. 

1stTwin
New Member

Retirement tax questions

Is 1099R treat like w2

Retirement tax questions


@1stTwin wrote:

Is 1099R treat like w2


No, it is not like a W-2

 

To enter, edit or delete 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

 

On the screen Did you get a 1099-R in 2023? Click on Yes

On the next screen click on Continue

On the screen Let's import your tax info Click on Change how I enter my form

On the screen How do you want to add your 1099‑R? Click on Type it in myself

On the screen Who gave you a 1099-R? select the type of 1099-R you received and Continue