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Retirement tax questions
Delete the Form 1099-R and re-enter. The taxable amount shown in box 2a will be reported on the Form 1040 Line 4d for Pensions and Annuities or Line 4b for IRA's.
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
‎December 28, 2019
8:30 AM