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How do I report gross distribution and the taxable amount from a Mutual Life Ins. Co. I received a 1099R form for this.

 
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How do I report gross distribution and the taxable amount from a Mutual Life Ins. Co. I received a 1099R form for this.

You will report the 1099R as follows:

 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
  • After the 1099R carefully answer the questions that follow. 

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How do I report gross distribution and the taxable amount from a Mutual Life Ins. Co. I received a 1099R form for this.

You will report the 1099R as follows:

 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
  • After the 1099R carefully answer the questions that follow. 
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