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Where do I enter a 1099R annuity withdraw? Where do I enter a withdraw from Deferred comp when retired? where do I enter a 1099 INT from IRS?

took out an annuity but paid the charges in advance
took out funds from deferred comp plan when retired
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2 Replies

Where do I enter a 1099R annuity withdraw? Where do I enter a withdraw from Deferred comp when retired? where do I enter a 1099 INT from IRS?

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

Where do I enter a 1099R annuity withdraw? Where do I enter a withdraw from Deferred comp when retired? where do I enter a 1099 INT from IRS?

The messages helped and I was able to insert the information, thank you!

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