You'll need to sign in or create an account to connect with an expert.
You only attach it if you are mailing the return. Are you? If you efile you don't "attach" anything. You do have to enter it though. Did you enter it?
Enter a 1099R under
Federal Taxes Tab or Personal (Home & Business)
Wages & Income at the top
Then scroll way down to Retirement Plans and Social Security,
Then IRA, 401(k), Pension Plans (1099R) - click Start or Revisit
There are 4 boxes. Be sure to pick the right box for the kind of 1099R you got.
If you are filing a Joint return be sure to pick which person it is for.
Don't enter the bank or broker name and don't try to import it. It is just as fast and easy to manually enter it. At the bottom pick - Change How I enter my Form
Then on the next screen pick I'll Type it in Myself
Great information. Thanks for your post.
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.
paulgabbyf
New Member
mweaver1130
New Member
sasanator
New Member
aroraanish
Level 1
8ca003f0e6e0
New Member
in Education