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New Member
posted Jul 8, 2020 3:04:06 PM

Where is prompt for second1099R?

I have two 1099-R

Where is area to file second 1099-R?

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3 Replies
Level 15
Jul 8, 2020 3:07:49 PM

Enter a 1099R under
Federal on left
Wages & Income at top
Then scroll way down to Retirement Plans and Social Security,
Then IRA, 401(k), Pension Plans (1099R) - click Start or Update


If you get the screen of partners you can import from click the bottom circle for I'll type it in myself - Continue
The next screen should be What Type of 1099R is this? With 4 choices. Pick the right kind you have.
And on the same screen you pick which person it is for if you are married.

 

Level 15
Jul 8, 2020 3:08:04 PM

Type 1099-R in the search box and click on jump to 1099-R. That should bring you to the screen where you see the one already entered and can add another one. 

Level 15
Jul 8, 2020 3:10:55 PM

You should get to this screen listing the one you already entered