You need your 1099R. Either get it from the financial institution's website, or see if you can import it.
To enter your retirement income, Go to Federal> Wages and Income>Retirement Plans and Social Security>IRA 401 k) Pension Plan Withdrawals to enter your 1099R.
If your bank or financial institution is not on the drop down list, click the words “I’ll type it in myself” and key in your information by hand.
Although you might be able to view or print your information from the website, most banks, brokerages and other financial institutions do not have the data formatted for import into tax software before sometime in February. So if you are wanting to enter it sooner, you have to key it in by hand. Or….wait until it is available for import.
If you want to enter it manually, click the option that says “I’ll type it in myself”
See if your financial institution is on the Partner List - If not, you will have to enter the information manually.
**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
