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To enter a form 1099-R:
The 1099 R will be entered in the Retirement Plans and Social Security section.
• Select Personal
• Select Personal Income
• Select Retirement Plans and Social Security
• Select IRA, 401(k), Pension Plan Withdrawals (1099-R)
Form 1099-R is used to report the distribution of retirement benefits such as pensions, annuities or other retirement plans. Variations of Form 1099-R include:
Most public and private pension plans that are not part of the Civil Service system use the standard Form 1099-R. You should receive a copy of Form 1099-R, or some variation, if you received a distribution of $10 or more from your retirement plan.
Where do I enter my retirement 1099-r information?
@Ken90 wrote:
Where do I enter my retirement 1099-r information?
To enter, edit or delete a form 1099-R -
Or enter 1099-r in the Search box located in the upper right of the program screen. Click on Jump to 1099-R
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