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You should have a 1099R for both of those.
Enter a 1099R under
Federal Taxes on left
Wages & Income at the top
Then scroll way down to Retirement Plans and Social Security
Then IRA, 401(k), Pension Plan Withdrawals (1099-R) – Click Start
Don't type the bank name or try to import it.
At the bottom pick - Change How I enter my Form
Then on the next screen pick - I'll Type it in Myself
Be sure to pick the right kind of 1099R on the 4 boxes. 1099R or CSA1099R or CSF1099R or RRB1099R
If you are filing a Joint return be sure to pick which person it is for.
FOR IRS INTEREST
Enter interest from the IRS like a 1099Int and put the amount in box 1. Enter it manually and just enter IRS for the payer. Don't enter any other info like the address or a EIN.
Federal
Wages & Income
Interest and Dividends
Interest on 1099INT - Click the Start or Update button
Put the interest amount in box 1
Don't enter a bank or broker name and don't try to import it. At the bottom pick - Change How I enter my Form
Then on the next screen pick I'll Type it in Myself
The messages helped and I was able to insert the information, thank you!
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