CAN I ENTER INCOME FROM UMB BANK 1099-R

[rwtmrt]

HOW DO I ENTER INCOME FROM UMB BANK IRA

[DoninGA]

Enter 1099-r in the Search box located in the upper right of the program screen. Click on Jump to 1099-R

On the screen Did you get a 1099-R in 2022? Click on Yes

On the next screen click on Continue

On the screen Let's import your tax info Click on Change how I enter my form

On the screen How do you want to add your 1099‑R? Click on Type it in myself

On the screen Who gave you a 1099-R? select the type of 1099-R you received and Continue

[JohnB5677]

The 1099-R represents a withdrawal from a retirement fund regardless of if it is a pension or individual IRA.

On sidebar 

1. Select Federal 
2. Wages & Income 
3. Select Wages and Salaries, or Revisit 
4. Scroll to Retirement Plans and Social Security
5. Select the type of income.
   1. IRA, 401(k), Pension Plan Withdrawals (1099-R)
   2. Social Security (SSA-1099, RRB-1099)
   3. Canadian Registered Pension Income
6. At this point you can edit an existing document of [Add another 1099-R]
7. If a new 1099-R continue to Let's import your tax info
8.  You can import by selecting your provider. 
   1. Follow the instructions.
9. —----  Or to post manually —-------
10. [Change how I enter my form]
11. [Type it Myself]
12. Post your information.

If this does not completely answer your question, please contact us again and provide some additional details.