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It's just as fast and easier to manually enter your W2 or 1099. 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
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 Plans (1099R) – Click Start
If you are filing a Joint return be sure to pick which person it is for.
It sounds like you are suggesting that I enter my wife’s retirement income as regular income. Where do I do this?
Yes it is income. Enter it where I said. Click on Federal in the left side. I can try to make you some screen shots. And then it shows up on your 1040 tax return on line 5.
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