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Level 1
June 1, 2019
Solved

IRA distribution

  • June 1, 2019
  • 1 reply
  • 5 views
I did not see where to add an IRA distribution received in 2016.
Best answer by MichaelL1

You can add the 1099R by following the instructions below:

To enter pension and annuity Payments (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

Enter the 1099R exactly as received and then answer all the questions after it is entered. 

1 reply

MichaelL1
MichaelL1Answer
Level 15
June 1, 2019

You can add the 1099R by following the instructions below:

To enter pension and annuity Payments (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

Enter the 1099R exactly as received and then answer all the questions after it is entered.