How do I file a 1099-r form?

Tigerhead · ‎February 23, 2023

How do I file a1099-r form?

JohnB5677 · ‎February 23, 2023

The 1099-R represents a withdrawal from a retirement fund regardless of if it is a pension or individual IRA.

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Select Federal
Wages & Income
Select Wages and Salaries, or Revisit
Scroll to Retirement Plans and Social Security
Select the type of income
1. IRA, 401(k), Pension Plan Withdrawals (1099-R)
2. Social Security (SSA-1099, RRB-1099)
3. Canadian Registered Pension Income
At this point you can edit an existing document of [Add another 1099-R]
If a new 1099-R continue to Let's import your tax info
You can import by selecting your provider
1. Follow the instructions
or [Change how I enter my form]
[Type it Myself]
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