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New Member
posted Mar 18, 2021 8:56:18 AM

I have a pension of $555 not on my tax return. Payers Tin xxxxxxxxx do I need to disclose it?

why don't you record the 1099_R on my tax return?

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1 Replies
Level 15
Mar 18, 2021 8:57:39 AM

Did you enter it?  Maybe you entered it in the wrong spot like under wages?

 

Enter a 1099R under
Federal Taxes on left
Wages & Income at the top


Then scroll way down to Retirement Plans and Social Security
Then IRA, 401(k), Pension Plans (1099R) – Click Start


If you are filing a Joint return be sure to pick which person it is for.


It's just as fast and easier to manually enter your W2 or 1099. 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