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Level 1

Filing my 2020 taxes

I file my taxes under the W2, vice using the 1099, should I cancel this before filing, because I should have the use the 1099 form vice the W2, we are both retired and receiving a pension?

2 Replies
Level 15

Filing my 2020 taxes

Delete the W-2 you entered.  The Form 1099-R does not get entered as a W-2


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

Level 1

Filing my 2020 taxes

Yes, thanks

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