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To enter form 1099-R, please follow the steps below:
- Type 1099-R in the Search box and Select Jump to blue link, OR
- 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.
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