what is a 1099?

[oregonlaura1]

what does 1099 R mean?

[VolvoGirl]

Did you get a 1099R?   That is if you took a IRA or 401K or retirement withdrawal.   Or did a rollover.  Or got a pension or other reasons.    If you don’t know why you got one then ask the plan why.

Enter a 1099R under
Federal Taxes
Wages & Income
Then scroll way down to Retirement Plans and Social Security
Then IRA, 401(k), Pension Plan Withdrawals (1099-R) – Click Start

[VolvoGirl]

Oh, what code is in the 1099R box 7?  That usually tells you why you got it.