MayaD
Expert Alumni

Retirement tax questions

You can manually enter form 1099-R:

  • Log in to your account 
  • Go to Federal Taxes.
  • Go to Wages and Income.
  • Scroll down to Retirement Plans and Social Security and click show more.
  • Click Revisit next to IRA, 401(k), Pension Plan Withdrawals (1099-R).
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