A 1099-R form is used to report distributions from retirement accounts.
The input would be under the Federal income section as follows:
- Select "Income & Expenses"
- Scroll down to "all income"
- Select show more to the right of "Retirement Plans & Social Security"
- Select start/revisit to the right of "IRA, 401(k), Pension Plan Withdrawals (1099-R)"
- As you enter your 1099-R information, be sure to file out the state section. The program will then answer any questions as it relates to that particular 1099-R.
- To enter additional 1099-R forms, simply select +Add Another 1099-R
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