topic Where do I report a Form 1099-R? in Retirement tax questions

Where do I report a Form 1099-R?

cindygebhard — Mon, 23 Feb 2026 13:22:48 GMT

This is rollover traditional IRA

Re: Where do I report a Form 1099-R?

VolvoGirl — Sat, 04 Feb 2023 20:38:38 GMT

Enter a 1099R under
Federal Taxes on left
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

Be sure to pick the right kind of 1099R on the 4 boxes. 1099R or CSA1099R or CSF1099R or RRB1099R
If you are filing a Joint return be sure to pick which person it is for.

Re: Where do I report a Form 1099-R?

DoninGA — Sat, 04 Feb 2023 20:39:57 GMT

Online editions -

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 2022? 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