Solved: I have a 1098-R form. Do I enter it as a W2

1 Best answer

Level 15

May 31, 2019 10:15:14 PM

You mean a form 1099-R. No, a Form 1099-R is not a W-2.

To enter 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 15

May 31, 2019 10:15:14 PM

You mean a form 1099-R. No, a Form 1099-R is not a W-2.

To enter 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

I have a 1098-R form. Do I enter it as a W2