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Level 10
June 6, 2019

To enter your 1099-R form:

  • Go to Federal Taxes > Wages & Income
  • Scroll down to the Retirement Plans and Social Security section
  • Click Start next to IRA, 401(k), Pension Plan Withdrawals (1099-R)
  • Answer Yes to Did you have any of these types of income in 2016?
  • On the next screen, click I'll type it in myself
  • Select the type of 1099-R that you have on the next screen.
  • Proceed through the rest of the interview to enter your 1099-R information.

To enter your w-2:

  1. Click Federal Taxes
  2. Then click Wages & Income
  3. Select "I'll choose what I work on"
  4. Scroll down to Wages & Salaries section and click Start.
  5. Continue through the interview to enter your W-2 information.