You'll need to sign in or create an account to connect with an expert.
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.
Still have questions?
Questions are answered within a few hours on average.
Post a Question*Must create login to post
Ask questions and learn more about your taxes and finances.
user17660847482
New Member
ad5jh
Returning Member
tonybeo
Level 3
cesanapaula
New Member
fredtex1
Level 2