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Level 1
June 6, 2019
Solved

I have already done all the steps, The program does not add in the pension.

  • June 6, 2019
  • 1 reply
  • 5 views
The program needs to do the correct math so that I can submit my return.
    Best answer by DoninGA

    To enter 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

    1 reply

    DoninGA
    Level 15
    DoninGALevel 15Answer
    Level 15
    June 6, 2019

    To enter 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