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I am on social security and received a 1099-R and don't know what to select on the "Tell us a bit about you and your taxes" question.

 
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2 Replies
JohnB5677
Employee Tax Expert

I am on social security and received a 1099-R and don't know what to select on the "Tell us a bit about you and your taxes" question.

You can just state that you have retirement income.  Then you can go on and prepare your tax return.

 

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

 

On sidebar 

  1. Select Federal 
  2. Wages & Income 
  3. Select Wages and Salaries, or Revisit 
  4. Scroll to Retirement Plans and Social Security
  5. 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
  6. At this point you can edit an existing document of [Add another 1099-R]
  7. If a new 1099-R continue to Let's import your tax info
  8.  You can import by selecting your provider. 
    1. Follow the instructions.
  9. —----  Or to post manually —-------
  10. [Change how I enter my form]
  11. [Type it Myself]
  12. Post your information.


 

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I am on social security and received a 1099-R and don't know what to select on the "Tell us a bit about you and your taxes" question.

I don't have that option on this page. I feel I am doing something wrong.

Never mind, I will just pick the maximize option.

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