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The Form 1099-R section was updated last night. 01/21/2026, for the online editions. If you are not seeing this on your account, clear cache and cookies on your web browser.
The Form 1099-R section was updated this morning, 01/22/2026, for the desktop editions. Click on Online at the top of the desktop program screen. Click on Check for Updates.
To enter, edit or delete a form 1099-R -
Click on Federal Taxes (Personal using Home and Business)
Click on Wages and Income (Personal Income using Home and Business)
Click on I'll choose what I work on (if shown)
Scroll down to Retirement Plans and Social Security
On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button
The Form 5695,Residential Energy Credits has not yet been finalized. There is currently no date when it will be available.
Thanks!!!
frustrated that the solar form doesn’t have a ETA. Really would like to get it done asap
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