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Level 1
June 4, 2019
Question

How do I add an additional Form 1099=R

  • June 4, 2019
  • 2 replies
  • 1 view
No text available

    2 replies

    Alumni - Champ
    June 4, 2019
    Have you filed already?
    Level 2
    January 27, 2022

    Yes 

    June 4, 2019

    You can search for the form and the program will take you to it and you can start filling it out.

    1. Login to your account

    2. On the top right corner of your computer screen you will see My Account

    3. Click Tools

    4. Click Topic Search, type in 'form 5329', hit your enter button

    5. Follow the prompts