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krishnapada
New Member

1099R for my wife Francine

my wife received  a benefit payment from JP:Morgan Chase  15,696
ataxable amount
1 Reply
MargaretL
Employee Tax Expert

1099R for my wife Francine

Please follow below steps to enter your wife's 1099-R form; be sure to enter it exactly as it appears and answer any follow up question; they determine tax treatment of the benefit.

  1. Federal Taxes
  2. Wages and Income
  3. Scroll down to Retirement Plans and Social Security
  4. Select IRA, 401(k), Pension Plans (1099-R)

If you have already filed and your return has been accepted -and just now received the form- you will have to amend your tax return;the return is mailed; takes about 16 weeks to process. Here are amending instructions.


Please comment if you have additional questions.

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