Add 1099r for [PII removed]

[MarkB · Accepted solution]

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.