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posted May 12, 2021 4:10:15 PM

This is from when I was employer by Metropolitan Ins. co. It is a retirement check, not insurance. Where do I find it on the form?

This is a 1099 R, it is not from an Insurance Policy, it is from my employment, it is a pension check I receive  every month?

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1 Replies
Level 15
May 12, 2021 4:12:36 PM

To enter, edit or delete a form 1099-R -

  • Click on Federal Taxes (Personal using Home and Business)
  • Click on Wages and Income (Personal Income using Home and Business)
  • Click on I'll choose what I work on (if shown)
  • Scroll down to Retirement Plans and Social Security
  • On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button

Or enter 1099-r in the Search box located in the upper right of the program screen. Click on Jump to 1099-R


Online editions -

Enter 1099-r in the Search box located in the upper right of the program screen. Click on Jump to 1099-R

On the screen Did you get a 1099-R in 2020? Click on Yes

On the next screen click on Continue

On the screen Let's import your tax info Click on Change how I enter my form

On the screen How do you want to add your 1099‑R? Click on Type it in myself