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New Member
posted Mar 4, 2020 1:28:45 PM

My husband has a 1099-R from R.I, Employees Retirement Systems Pooled Trust. He worked for our city municipality. Can't find how to list this income?

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1 Replies
Expert Alumni
Mar 4, 2020 1:53:59 PM

To post your husband's retirement go to:

  1. Income
  2. Scroll to Retirement Plans and Social Security
  3. Select IRA, 401-K, Pension Plans (1099-R)
  4. Select the correct form (Be sure it's the correct person)
  5. Enter the information from your 1099-R
  6. Continue through the questions