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June 1, 2019
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Am Retired received W-2 & 1099-R How to enter?

  • June 1, 2019
  • 1 reply
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    Best answer by MichaelL1

    To enter pension and annuity Payments (1099-R)

    •    Click on Federal Taxes
    •    Click on Wages and Income
    •    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

    The Wages area for the W-2 is right before the 1099R area.


    1 reply

    MichaelL1
    MichaelL1Answer
    Employee
    June 1, 2019

    To enter pension and annuity Payments (1099-R)

    •    Click on Federal Taxes
    •    Click on Wages and Income
    •    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

    The Wages area for the W-2 is right before the 1099R area.