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posted Feb 7, 2024 12:49:09 PM

How to input a 1099-R I received from Athene?

I have a pension from AT&T. Fidelity handled this for AT&T until August of 2023, at which time Athene took it over.

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1 Replies
Level 15
Feb 7, 2024 12:53:14 PM

Enter it the same way as the prior 1099R.  You probably have 2 this year?  One from each?  After you enter the first 1099R you can add another.

 

Enter a 1099R under
Federal Taxes on left
Wages & Income
Then scroll way down to Retirement Plans and Social Security
Then IRA, 401(k), Pension Plan Withdrawals (1099-R) – Click Start


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