KarenM90
Intuit Alumni

Retirement tax questions

Form 1099 R is used for all types of retirement accounts.

 

The data entry is the same for distributions from pensions, IRAs, 401ks and annuity distributions.

 

When you get to that section, choose the first option;  

 

Form 1099R withdrawal of money from 401(k), retirement plan, pensions, IRA's etc.  

 

Continue through the on-screen questions.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"