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New Member
posted Mar 31, 2025 8:42:56 AM

Where will I find Form 1099-R for my retirement income information?

Where will I find form 1099-R to report my retirement income?

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1 Replies
Expert Alumni
Mar 31, 2025 8:44:47 AM

To include a 1099-R in your return, follow these steps

 

Under Federal

  1. Wages & Income
  2. Scroll to IRA, 401(k), Pension Plan Withdrawals (1099-R) [Add/Edit]
  3. Did you get a 1099-R in 2024? [yes]
  4. If you are adding a 1099-R [+ Add another 1099-R]
  5. The steps are the same from here
  6. [Change how I enter my form]
  7. [Type it Myself]
  8. If necessary chose a person [Continue]
  9. Who gave you a 1099-R? Click box [Continue]
  10. Post the 1099-R

Where do I enter my 1099-R?