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Trying to find form 1099-r

1 Reply
Intuit Alumni

Trying to find form 1099-r

To enter a 1099-R please follow these steps:

  1. Click on Federal > Wages & Income.
  2. Scroll down to the Retirement Plans and Social Security section and click on the Start/Revisit box next to IRA, 4701(k), Pension Plan Withdrawals (1099-R). 
  3. If you've already entered one (or more) 1099-Rs, you will see a screen Your1099-R Entries.  
  4. Now you can click on the link Add Another 1099-R
  5. If you haven't already entered a 1099-R, you will see the screen, Your1099-R. Click Yes and then Continue.
  6. Click the I'll type it in myself box 
  7. On the screen, Tell Us Which 1099-R You Have.  Make sure you select the correct form and then click Continue.
  8. When you are finished entering the 1099-R information, you will be brought back to the Your 1099-R Entries screen.  Click Continue if you have no more 1099-Rs to enter.

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