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April 18, 2023
Question

My 1099-R Illinois Municipal Retirement Fund is not on your list and I have had it on my return with you for years and yet I can't figure out to get it onto your form.

  • April 18, 2023
  • 1 reply
  • 0 views
My phone won't read the scan and I have no address to email you the picture of the 1099-R.

1 reply

VolvoGirl
Employee
April 18, 2023

Enter a 1099R under

Federal Taxes Tab or Personal (Home & Business)

Wages & Income at the top

 

Then scroll way down to Retirement Plans and Social Security,

Then IRA, 401(k), Pension Plans (1099R) - click Start or Revisit

 

There are 4 boxes.  Be sure to pick the right box for the kind of 1099R you got.

 

If you are filing a Joint return be sure to pick which person it is for.

 

Don't enter the bank or broker name and don't try to import it.  It is just as fast and easy to manually enter it.  At the bottom pick -  Change How I enter my Form

Then on the next screen pick I'll Type it in Myself