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March 25, 2020
Question

Aetna Ins Large Case Pension 1099-R not listed on list for downloading

  • March 25, 2020
  • 1 reply
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How do I download My Aetna ins Large Case pension 1099-R ?

    1 reply

    DoninGA
    Employee
    March 25, 2020

    If the Form 1099-R is not available for importing then enter the Form 1099-R that you received manually.

     

    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