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New Member
posted Jun 14, 2024 11:27:51 AM

CAN T FIND 1099 R SECTION

1099 INVESTMENTS NOT LISTED

0 1 3240
1 Replies
Level 15
Jun 14, 2024 11:33:02 AM

Are you looking for 1099R retirement distributions or 1099B for investments?  If you have a 1099B or need to enter sales you need to upgrade to Premium.

 

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