How to enter 1099+R from J.P.Morgan?

jjcav7 — Tue, 10 Feb 2026 10:41:24 GMT

Re: How to enter 1099+R from J.P.Morgan?

xmasbaby0 — Mon, 26 Feb 2024 20:37:15 GMT

To enter your retirement income, Go to Federal> Wages and Income>Retirement Plans and Social Security>IRA 401 k) Pension Plan Withdrawals to enter your 1099R.

Re: How to enter 1099+R from J.P.Morgan?

DoninGA — Mon, 26 Feb 2024 20:37:41 GMT

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

topic How to enter 1099+R from J.P.Morgan? in Retirement tax questions

How to enter 1099+R from J.P.Morgan?

Re: How to enter 1099+R from J.P.Morgan?

Re: How to enter 1099+R from J.P.Morgan?