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posted May 12, 2021 4:56:40 PM

My husband retired in 2019 and has only received a pension payment in 2020. Only has 1099-R and no W2

My husband retired in 2019 and has only received a pension payment in 2020. Only has 1099-R and no W2 to input.

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1 Replies
Level 15
May 12, 2021 4:59:02 PM

Delete the W2 if one transferred over from 2019.

 

Enter a 1099R under

Federal Taxes Tab or Personal (Home & Business)

Wages & Income at the top

 

Then scroll way down to Retirement Plans and Social Security,

Then IRA, 401(k), Pension Plans (1099R) - click Start or Revisit

 

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

 

Don't enter the bank or broker name and don't try to import it.  It is just as fast and easy to manually enter it.  At the bottom pick -  Change How I enter my Form

Then on the next screen pick I'll Type it in Myself