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New Member
posted Jul 12, 2020 12:20:29 PM

How do I enter another 1099-R from PENFED?

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1 Replies
Employee Tax Expert
Jul 14, 2020 2:31:39 PM

The input would be under the Federal income section as follows: 

  1. Select Income & Expenses 
  2. Scroll down to All Income 
  3. Select show more to the right of Retirement Plans & Social Security 
  4. Select start/revisit to the right of IRA, 401(k), Pension Plan Withdrawals (1099-R) 
  5. As you enter your 1099-R information, be sure to file out the state section.  The program will then answer any questions as it relates to that particular 1099-R.
  6. To enter additional 1099-R forms, simply select +Add Another 1099-R