3473708
You'll need to sign in or create an account to connect with an expert.
Enter the Form 1099-R manually.
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
Or enter 1099-r in the Search box located in the upper right of the program screen. Click on Jump to 1099-R
Online editions -
On the screen Did you get a 1099-R in 2024? Click on Yes
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
Desktop editions -
On the screen Did you receive any 1099-R forms answer Yes and Continue
On the screen Let Us Enter Your 1099-R, select I'll type it in myself, and Contin
Yes you should be able to manually enter it and it might be better than importing.
Enter a 1099R under
Federal Taxes
Wages & Income
Then scroll way down to Retirement Plans and Social Security
Then IRA, 401(k), Pension Plan Withdrawals (1099-R) – Click Start
Don't type the bank name or try to import it.
At the bottom pick - Change How I enter my Form
Then on the next screen pick - I'll Type it in Myself
For state boxes, for box 16 State Distribution put the same amount that’s in box 1. If box 14 is blank you can leave boxes 14,15 & 16 blank.
Still have questions?
Questions are answered within a few hours on average.
Post a Question*Must create login to post
Ask questions and learn more about your taxes and finances.
mysert
Level 1
aprilshowersrt75
New Member
rbucking4
New Member
odunham
New Member
fineIlldoitmyself7
Level 1