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I have to add Wisconsin Retirement Form 1099-R to Federal and Wisconsin tax return

 
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I have to add Wisconsin Retirement Form 1099-R to Federal and Wisconsin tax return

The Form 1099-R is entered in the federal section of the program.  The information from the federal tax return flows to the state tax return.

 

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

I have to add Wisconsin Retirement Form 1099-R to Federal and Wisconsin tax return

IF your WI Ret is from the State of WI, and  has state information in boxes 12,13,14....be careful in entering into the software to match the subject of each box

 

The Proper 2020 1099-R forms are now numbered 14,15,16 , and we've had at least one report that WI has failed to update their numbering to the proper 2020 format for their 1099-R forms.

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Yep...

 

https://etf.wi.gov/news/etf-1099-r-form-box-number-correction

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

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