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lmndcn
New Member

Can't manually enter 1099R

I can't manually two of my 1099R.  

What's wrong?

 

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1 Reply

Can't manually enter 1099R

What happens when you use this procedure?  Do you get to the 1099-R input screens?

 

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

 

On the screen Did you get a 1099-R in 2025? answer Yes 

On the screen Choose all the situations that apply to you, select Skip this

On the screen Let us Enter Your Bank and Brokerage Tax Documents, select Skip Import

On the screen Who gave you a 1099-R, choose an option and Continue

 

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