Skip to main content
March 26, 2023
Question

1099R has not changed from previous year, can this carry over?

  • March 26, 2023
  • 1 reply
  • 0 views
Receive retirement from Securian Life Insurance Co

1 reply

Employee
March 26, 2023

Even if your 1099R is the same for 2022, you need to enter the 1099R that has 2022 as the date on it.  If Securian is on the drop down list to allow you to import it, you can do that, or you can choose "I'll type it in myself" and key it in by hand.

 

To enter your retirement income, Go to  Federal> Wages and Income>Retirement Plans and Social Security>IRA  401 k) Pension Plan Withdrawals to enter your 1099R.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**