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February 12, 2020

If your return hasn't been accepted by the IRS, then follow the directions below to enter Form 1099-R:

  1. Log in and open your return
  2. Click the Federal tab (left side of screen)
  3. Click the Wages & Income tab
  4. Scroll down and click show more beside Retirement Plans and Social Security
  5. Click Start beside IRA, 401(k), Pension Plan Withdrawals (1099-R)

If your return has been accepted by the IRS, you will need to file an amended return instead. 

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