To enter a form 1099-R for your retirement plan activity, follow the steps below. Take care answering the questions after entering the form; this is how you tell the software the details of your situation.
If you started entering a 1099-R and you aren't getting the results you expected, I recommend deleting the form and adding it again. Be sure to answer the questions that follow the form, all the way through in one sitting. After you've entered one form 1099-R, when you follow the steps above, at step #6 you'll be at a summary page listing the form 1099-Rs and you can click "Delete" next to the form.
That you got back? A 2016 1099-R for retirement plan activity?
Is there an easy way for me to add the information on a 1099R
Yes, choose "I'll type it in myself". Usually there's only the company info, one number and a code in box 7. See instructions below.
To enter a form 1099-R for your retirement plan activity, follow the steps below. Take care answering the questions after entering the form; this is how you tell the software the details of your situation.
If you started entering a 1099-R and you aren't getting the results you expected, I recommend deleting the form and adding it again. Be sure to answer the questions that follow the form, all the way through in one sitting. After you've entered one form 1099-R, when you follow the steps above, at step #6 you'll be at a summary page listing the form 1099-Rs and you can click "Delete" next to the form.