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 enter1099-rin theSearchbox located in the upper right of the program screen. Click onJump to 1099-R
Online editions -
On the screenDid you get a 1099-R in 2024?Click onYes
On the screenLet's import your tax infoClick onChange how I enter my form On the screenHow do you want to add your 1099‑R?Click onType it in myself
On the screenWho gave you a 1099-R?select the type of 1099-R you received andContinue
Desktop editions -
On the screenDid you receive any 1099-R formsanswerYesandContinue
On the screenLet Us Enter Your 1099-R, selectI'll type it in myself, andContin
Yes you should be able to manually enter it and it might be better than importing.
Enter a 1099R under Federal Taxes Wages & Income Then scroll way down to Retirement Plans and Social Security Then IRA, 401(k), Pension Plan Withdrawals (1099-R) – Click Start
Don't type the bank name or try to import it. At the bottom pick - Change How I enter my Form Then on the next screen pick - I'll Type it in Myself
For state boxes, for box 16 State Distribution put the same amount that’s in box 1.If box 14 is blank you can leave boxes 14,15 & 16 blank.