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April 14, 2024
Question

I'm trying to enter my 1099-R info for Equitable Financial Life Ins Co. (name on the form) this doesn't seem to "come up" It shows 5 different unrelated company names ?

  • April 14, 2024
  • 1 reply
  • 0 views
My wife and I both have a 1099-R form with this Payer'a Name?

1 reply

DoninGA
Employee
April 14, 2024

You will need to enter the Form 1099-R manually.

 

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

 

On the screen Did you get a 1099-R in 2023? Click on Yes

On the next screen click on Continue

On the screen Let's import your tax info Click on Change how I enter my form

On the screen How do you want to add your 1099‑R? Click on Type it in myself

On the screen Who gave you a 1099-R? select the type of 1099-R you received and Continue