You'll need to sign in or create an account to connect with an expert.
Do you want the actual 1099R form or where to enter it?
Enter a 1099R under
Federal Taxes on left
Wages & Income at the top
Then scroll way down to Retirement Plans and Social Security
Then IRA, 401(k), Pension Plans (1099R) – Click Start
If you are filing a Joint return be sure to pick which person it is for.
It's just as fast and easier to manually enter your W2 or 1099. Don't type the bank name or try to import it.
At the bottom pick - Change How I enter my Form
Then on the next screen pick - I'll Type it in Myself
You will receive the Form 1099-R from the company who administers the plan by the end of January 2022 for any distribution made in 2021. Contact the company if not received by the first week in February.
To enter, edit or delete a form 1099-R -
Or enter 1099-r in the Search box located in the upper right of the program screen. Click on Jump to 1099-R
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.
pollypop8347
Level 1
Chryskern
New Member
janicezheng_hi
New Member
jeanals
New Member
Max171
Level 1