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February 9, 2025
Question

I HAVE A 1099-R

  • February 9, 2025
  • 2 replies
  • 0 views
I HAVE NO W2

    2 replies

    DoninGA
    Employee
    February 9, 2025

    Then skip the W-2 section.

     

    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

     

    Or enter 1099-r in the Search box located in the upper right of the program screen. Click on Jump to 1099-R

    Employee
    February 9, 2025

    Then tell the software you have no W-2's.   If a W-2 from a past year has transferred over, you can delete that employer in Federal>Wages & Income

     

    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.**