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cissyhh
New Member

Is there a way to "add additional 1099-R's" ? It always goes back to my bank interest. Is there a way to get by this?

Trying to use free federal and state turbo tax.  Don't  know if I can.

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Is there a way to "add additional 1099-R's" ? It always goes back to my bank interest. Is there a way to get by this?

You can just type 1099R into the search box at the top of your return, then find and it will give you a Jump To link to go right to it.

OR Enter a 1099R under
 Federal on left
Wages & Income at top
 Then scroll way down to Retirement Plans and Social Security,
Then IRA, 401(k), Pension Plans (1099R) - click Start or Update

If you get the screen of partners you can import from click the bottom circle for I'll type it in myself - Continue
The next screen should be What Type of 1099R is this?  With 4 choices.  Pick the right kind you have.
And on the same screen you pick which person it is for if you are married.

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