Question

I withdrew funds from an IRA for home improvements and had Federal and state taxes with held. What do I do ?

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Employee

You enter the Form 1099-R as received from the plan administrator.

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 2020? 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

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