Do you need to complete 1099R form to file

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Did you receive a distribution from retirement account in 2017?  If yes, then you will receive a Form 1099-R from the plan administrator in January.  The 1099-R is to be reported on your tax return.

To enter 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