To enter your 1099-R, follow these steps:
- Under the Federal menu, choose Wages & Income
- Expand the menu for Retirement Plans and Social Security
- Click Start/Revisit next to IRA, 401(k), Pension Plan Withdrawals (1099-R)
- Answer Yes to Did you receive any 1099-R forms?. Click Continue
- You may either import the form or choose I'll type it in myself
- Choose Form 1099-R, withdrawal of money from 401(k) retirement plans, pensions, IRAs, etc.
- Enter the information exactly as it matches the 1099-R on the screen that follows, including distribution code in box 7
- If the code is 4-Death in box 7, the software will recognize it as inherited income
- After selecting the age of the original owner of the annuity, you will be asked if it was an RMD. Answer No.
- Continue entering the information on the screens that follow
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