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To enter form 1099-R, please follow the steps below:

  1. Type 1099-R in the Search box and Select Jump to blue link, OR
  2. Follow steps below:
  • Federal Taxes                                                                  

  • Select Wages and Income

  • Select Skip to see all income

  • Scroll down to Retirement Plans and Social Security

  • Select IRA, 401(k), pension Plans (1099-R)

Please be sure to select correct 1099-R and answer follow up questions. 

1 reply

Answer
June 3, 2019

To enter form 1099-R, please follow the steps below:

  1. Type 1099-R in the Search box and Select Jump to blue link, OR
  2. Follow steps below:
  • Federal Taxes                                                                  

  • Select Wages and Income

  • Select Skip to see all income

  • Scroll down to Retirement Plans and Social Security

  • Select IRA, 401(k), pension Plans (1099-R)

Please be sure to select correct 1099-R and answer follow up questions.