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New Member
posted Jan 30, 2025 7:43:00 AM

How do I add an additional 1099-R?

I have an additional 1099-R to add. I asked earlier and response was on the summary screen. Where to I find that?

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1 Replies
Level 15
Jan 30, 2025 7:46:00 AM

After you completed entry of the Form 1099-R and gone through all of the follow-up question you would have landed on the 1099-R Summary screen.

 

To enter, edit or delete 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