Skip to main content
Level 1
June 1, 2019
Question

Do I send 1099R with my return?

  • June 1, 2019
  • 1 reply
  • 2 views

How do I send 1099R with my return?

1 reply

Level 15
June 1, 2019

If you are e-filing you do not mail anything.  If you are mailing your return, on paper then you need to attach copies of documents showing tax withheld, such as W-2's and 1099R's.

To enter your 1099R

Go to  Federal> Wages and Income>Retirement Plans and Social Security>IRA  401 k) Pension Plan Withdrawals to enter your 1099R.


**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**