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June 4, 2019
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My wifes father paaed away last year, left her two IRA's, tax was taken out, where do I enter this

  • June 4, 2019
  • 1 reply
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Best answer by MichaelL1

The 1099R's get entered as follows:

 To enter pension and annuity Payments (1099-R)

  • Click on Federal Taxes
  • Click on Wages and Income
  • 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
  • Box 4 of the 1099R is the Federal Taxes withheld (box 12 is the state) and make sure all boxes of the 1099R are entered.
  • Then carefully answer the questions that follow. 

1 reply

MichaelL1
MichaelL1Answer
Employee
June 4, 2019

The 1099R's get entered as follows:

 To enter pension and annuity Payments (1099-R)

  • Click on Federal Taxes
  • Click on Wages and Income
  • 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
  • Box 4 of the 1099R is the Federal Taxes withheld (box 12 is the state) and make sure all boxes of the 1099R are entered.
  • Then carefully answer the questions that follow.