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Level 1
April 5, 2024
Solved

Where do I put a 1099-R?

  • April 5, 2024
  • 1 reply
  • 16 views
I have not found a place to put a
Best answer by VolvoGirl

Expert Reviewed

Enter a 1099R under
Federal Taxes
Wages & Income
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

1 reply

VolvoGirl
VolvoGirlAnswer
Level 15
April 5, 2024

Expert Reviewed

Enter a 1099R under
Federal Taxes
Wages & Income
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