Adding informatoin froma 1099R forn

[d688020]

I need to file a 1099R form but I think I am in the w2 menu.  how do I go back to select to update a 1099R?

[CherylW]

1. Go to Income. 

2. Select I'll choose what I work on. 

3. Go to Retirement Plans and Social Security. 

4. Click Start or Update by IRA, 401(k), Pension Plans (1099-R). 

5. Click Delete by the pension that we'll re-enter. 

6. Click Yes on the Delete Confirmation screen. 

7. Click on the + Add another 1099-R. 

8. Click on I'll type it in myself. 

9. On the Tell us which 1099-R you have, choose Form 1099-R, withdrawal of money from 401(k) retirement plans, pensions, IRAs, etc. 

10. Enter the information EXACTLY as it's printed on your 1099-R. 

11. When you get to box 7, click the Learn More to see what to do if there's more than one code.  This entry tells the IRS if it's taxable. 

12. Finish filling out the state info. 

13. On the Let's Double-Check Your Info, check No, the box is blank. 

14. Answer the Were You Employed as a Public Safety Employee? question. 

15. Answer the Any Periodic Payments? question. 

Now you're back at the beginning of the Pension section again. 

To check if it carried over to your 1040:

1. Go to My Account. 

2. Go to Tools. 

3. Go to View Tax Summary. 

4. Go to Preview my 1040.