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New Member
posted Sep 23, 2022 4:12:15 PM

Why won't the program allow me to enter my 1099R information?

Why won't the program allow me to enter my 1099R information?

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2 Replies
Level 15
Sep 23, 2022 4:21:00 PM

What do you mean?  What happens when you try to enter the form?  Are you using this procedure to enter the Form 1099-R?

 

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

Level 15
Sep 23, 2022 4:24:11 PM

Don't enter the bank or broker name and don't try to import it.  It is just as fast and easy to manually enter it.  At the bottom pick -  Change How I enter my Form

Then on the next screen pick I'll Type it in Myself