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Best answer by MargaretL

Please enter 1099-R 401K form on the federal side of the return and answer follow up questions, the information will automatically flow to your state tax returns:

  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 1, 2019

Please enter 1099-R 401K form on the federal side of the return and answer follow up questions, the information will automatically flow to your state tax returns:

  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)