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Best answer by MargaretL

You should enter each form individually in the retirement section. Once you enter first form and answer some follow-up questions, you will have an opportunity to select Add another 1099-R - select it and enter your other form(s). Please follow the data entry:

  1. Federal Taxes
  2. Wages and Income
  3. Scroll down to Retirement Plans and Social Security
  4. Select IRA, 401(k), Pension Plans (1099-R)

1 reply

MargaretL
MargaretLAnswer
Employee
June 3, 2019

You should enter each form individually in the retirement section. Once you enter first form and answer some follow-up questions, you will have an opportunity to select Add another 1099-R - select it and enter your other form(s). Please follow the data entry:

  1. Federal Taxes
  2. Wages and Income
  3. Scroll down to Retirement Plans and Social Security
  4. Select IRA, 401(k), Pension Plans (1099-R)