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New Member
posted Feb 26, 2022 8:31:02 AM

Where do I account for the amounts on a 1099-R form?

Are the amounts on my 1099-R form already included in my W 2?

0 2 193
2 Replies
Level 15
Feb 26, 2022 8:32:59 AM

Are the amounts on my 1099-R form already included in my W 2?- NO.

 

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 2021? 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

On the screen Who gave you a 1099-R? select the type of 1099-R you received and Continue

Level 2
Feb 26, 2022 8:50:58 AM

Donin is spot on.  To answer your secondary question any income shown on a 1099R is NOT included on any W2 statement.  W2s are for earned income and 1099Rs are for retirement income coming from pensions, annuities, some life insurance distributions and IRAs for examples.  If you are using EasyStep it will eventually get you to where Donin  directed you when it asks if you have any 1099Rs.