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posted Jun 1, 2019 11:02:29 AM

I have 2 1099-R forms from IRA my mother set up with her employment. When she passed away I received the funds from those in 2018. I need to know how to enter them.

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Level 15
Jun 1, 2019 11:02:30 AM

To enter a form 1099-R -

  • Click on Federal Taxes (Personal using Home and Business)
  • Click on Wages and Income (Personal Income using Home and Business)
  • 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

Or enter 1099-r in the Search box located in the upper right of the program screen.  Click on Jump to 1099-R