Skip to main content
Best answer by VolvoGirl

Enter a 1099R under
Federal Taxes
Wages & Income
Then scroll way down to Retirement Plans and Social Security
Then IRA, 401(k), Pension Plan Withdrawals (1099-R) – Click Start


Don't type the bank name or try to import it.  Go to the bottom and it says I'll enter it a different way or skip import or similar.  

1 reply

VolvoGirl
VolvoGirlAnswer
Employee
March 8, 2024

Enter a 1099R under
Federal Taxes
Wages & Income
Then scroll way down to Retirement Plans and Social Security
Then IRA, 401(k), Pension Plan Withdrawals (1099-R) – Click Start


Don't type the bank name or try to import it.  Go to the bottom and it says I'll enter it a different way or skip import or similar.