Retirement tax questions

"...it does not provide me the opportunity to enter the information from the 1099-R... "

 

You just need to enter the amounts from your 1099-R per the instructions below.

 

Click the Federal Taxes tab, click Income, and then click the Start button to the right of Other income or loss (see the first two screenshots).

 

To enter the withholding, use Forms Mode (click the Forms icon in the upper right side of the screen). In Forms Mode, open Form 1041, enter the federal income tax withheld on Line 25e, and check the 1099 box (see third screenshot).

 

TTBiz1099R1.pngTTBiz1099R2.pngTTBiz1099R3.png