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New Member
posted Apr 15, 2024 5:57:05 PM

Where does pension get reported?

1099 r is where i need?

0 2 1804
2 Replies
Expert Alumni
Apr 15, 2024 6:01:10 PM

Click on Search and type in "1099-R", then click on "Jump to 1099r" and the program will take you to the section where you enter your pension/1099-R.

Level 15
Apr 15, 2024 6:04:23 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

 

On the screen Did you get a 1099-R in 2023? Click on Yes

On the next screen click on Continue

On the screen Let's import your tax info Click on Change how I enter my form

On the screen How do you want to add your 1099‑R? Click on Type it in myself

On the screen Who gave you a 1099-R? select the type of 1099-R you received and Continue