Skip to main content
New Member
September 21, 2026
Question

Having trouble manually entering additional 1099Rs

  • September 21, 2026
  • 2 replies
  • 19 views
Having trouble manually entering additional 1099Rs

2 replies

DoninGA
Level 15
Level 15
September 21, 2026

After you have completed entry of the first Form 1099-R, you will land on the screen Your 1099-R summary

Click on the button labeled Add another 1099-R and continue

 

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

 

On the screen Did you get a 1099-R in 2025? Click on Yes
On the screen Let's import your tax info Click on Change how I enter my form
On the screen How would you like to upload your 1099-R? Click on Type it in myself
On the screen Who gave you a 1099-R? select the type of 1099-R you received and Continue

Mike9241
Level 15
Level 15
September 21, 2026

if you don’t see “add another” scroll down. or change resolution

Mike9241