To enter a form 1099-R for your retirement plan activity, follow the steps below. Take care answering the questions after entering the form; this is how you tell the software the details of your situation.
- Login and click 'Take me to my return'
- Select
the 'Federal Taxes' tab
and then click the 'Wages & Income' tab
below it
- If you
have the blue button 'Check for more income' click
it and then click 'Skip to see all income'
- Scroll
down to 'Retirement Plans and Social Security' and click
the blue hyperlink 'Show more'
- Click 'Start' or 'Revisit' next
to 'IRA, 401(k), Pension Plan Withdrawals (1099-R)'
- Next, you'll be able to start entering your form. You'll have the option to import it or you can simply select "I'll type it in myself." Be careful to enter your code in box 7 and that the questions that follow carefully.
If you started entering a 1099-R and you aren't getting the results you expected, I recommend deleting the form and adding it again. Be sure to answer the questions that follow the form, all the way through in one sitting. After you've entered one form 1099-R, when you follow the steps above, at step #6 you'll be at a summary page listing the form 1099-Rs and you can click "Delete" next to the form.
