topic Re: 1099r in Retirement tax questions

1099r

Danerik — Sun, 02 Mar 2025 21:47:03 GMT

How do I enter income for 1099R income if I cannot find the Bank or institution in the list provided?

Re: 1099r

DoninGA — Sun, 02 Mar 2025 21:49:26 GMT

You enter the Form 1099-R manually.

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

Online editions -

On the screen Did you get a 1099-R in 2024? Click on Yes

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

Re: 1099r

xmasbaby0 — Sun, 02 Mar 2025 21:49:31 GMT

If your bank or financial institution is not on the drop down list, click the words “I’ll type it in myself” and key in your information by hand.

See if your financial institution is on the Partner List - If not, you will have to enter the information manually.