Re: Since I am only making a projected return for 2023, I do not have a 1099? How do I input a distribution?

Since I am only making a projected return for 2023, I do not have a 1099? How do I input a distribution?

posted

To properly enter a Form 1099-R you need the form from the plan administrator since it will have the Total Distribution in box 1, the Taxable amount of the distribution in box 2a and the correct distribution code entered in box 7 of the 1099-R.

Do you mean for 2024? If you are using the Online version to plan I hope you are using a new account and not your actual account or you will overwrite your 2023 return and it will be gone.