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June 3, 2019
Question

I have 3 separate 1099-R forms, how do i list

  • June 3, 2019
  • 1 reply
  • 5 views
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1 reply

June 3, 2019

Please see the following information:

To enter multiple form 1099-R's:

1. When you have your return open, you will want to click on the Federal Taxes Tab
2.
You will then want to select the Wages & Income Sub-Tab
3.
Now press the Explore On My Own
4.
Scroll down the page which should now show a list of available areas to visit
5. Under the Retirement Plans and Social Security section you should now see the IRA, 401(k), Pension Withdrawals (1099-R) section. You will want to select the Start option to the right.

6. You should come to a screen that says "Your 1099-R Entries".

7. Repeat this process and select "+Add Another 1099-R" at the bottom when you are ready to enter your second form