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New Member
posted Feb 20, 2022 12:51:35 PM

Where do you enter form 1099 OMB information?

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2 Replies
Level 15
Feb 20, 2022 12:55:04 PM

To enter, edit or delete a form 1099-R -

  • Click on Federal Taxes (Personal using Home and Business)
  • Click on Wages and Income (Personal Income using Home and Business)
  • Click on I'll choose what I work on (if shown)
  • Scroll down to Retirement Plans and Social Security
  • On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button

Or enter 1099-r in the Search box located in the upper right of the program screen. Click on Jump to 1099-R

 

Make sure that you select the correct form, CSA-1099-R or CSF-1099-R

Level 15
Feb 20, 2022 12:55:51 PM

What kind of 1099 did you get?  They all say OMB on the forms.  Is it a 1099R or 1099B or 1099NEC or ??