How do I enter a 1099-R

ddmhiker2 — Wed, 08 Apr 2026 21:58:28 GMT

Re: How do I enter a 1099-R

DaveF1006 — Wed, 08 Apr 2026 22:01:49 GMT

To enter your 1099R:

Select Federal from the left-hand menu.
Click on the Wages & Income tab.
Scroll down until you see the section labeled Retirement Plans and Social Security.
Select Start or Revisit next to IRA, 401(k), Pension Plan Withdrawals (1099-R)