You'll need to sign in or create an account to connect with an expert.
You don't furnish proof when you file your return.
You just enter the 1099R as you got it and if the IRS asks for proof - and only if they ask, then you provide proof.
To enter pension and annuity Payments (1099-R)
• Click on Federal Taxes
• Click on Wages and Income
• 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
You don't furnish proof when you file your return.
You just enter the 1099R as you got it and if the IRS asks for proof - and only if they ask, then you provide proof.
To enter pension and annuity Payments (1099-R)
• Click on Federal Taxes
• Click on Wages and Income
• 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
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.
user17767409504
Returning Member
mgfish
New Member
carenet1957
New Member
Believeme2
New Member
sureshbk
Level 2