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jamendeke
New Member

Can't import 1099-R in Premier? No option screen pops up!

 
2 Replies
DoninGA
Level 15

Can't import 1099-R in Premier? No option screen pops up!

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

 

Import 1099-R.JPG

 

macuser_22
Level 15

Can't import 1099-R in Premier? No option screen pops up!

Many financial institutions will not have imports available until mid February.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**

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