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Question

How do I add an additional 1099-R?

Forum|Forum|1 year ago
January 30, 2025
1 reply
0 views

I have an additional 1099-R to add. I asked earlier and response was on the summary screen. Where to I find that?

Employee

After you completed entry of the Form 1099-R and gone through all of the follow-up question you would have landed on the 1099-R Summary screen.

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