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June 1, 2019
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Where do I enter 1099-R's from Military Retirement, and previous employers; AZ State Retirement System?

  • June 1, 2019
  • 1 reply
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Where do I enter 1099-R's from Military Retirement, and previous employers such as a state government?
Best answer by KatrinaB48

All form 1099-Rs are entered in under the Income & Expenses tab. The code in box 7 of each 1099-R form will indicate what type of retirement income is being reported.

Follow the directions below to enter your 1099-R forms.

  1. Log in and click take me to my return (unless already in).
  2. Click the Federal tab from the left-side menu.
  3. On the next screen, scroll down to view all income.
  4. Scroll down and click show more next to Retirement Plans and Social Security.
  5. Click the Start tab next to IRA, 401(k), Pension Plan Withdrawals (1099-R).

Alternatively, you can follow the directions below to enter your 1099-R forms.

  1. Log in and click take me to my return (unless already in).
  2. Click the Search box in the upper right screen, type 1099-R and select the Jump to link in the search results.
  3. Answer Yes on the Your 1099-R screen, then select Continue.
    • If you land on the Your 1099-R Entries screen instead, select Add Another 1099-R.
  4. Select how you want to enter your 1099-R (import or type it in yourself) and then follow the instructions.

1 reply

June 1, 2019

All form 1099-Rs are entered in under the Income & Expenses tab. The code in box 7 of each 1099-R form will indicate what type of retirement income is being reported.

Follow the directions below to enter your 1099-R forms.

  1. Log in and click take me to my return (unless already in).
  2. Click the Federal tab from the left-side menu.
  3. On the next screen, scroll down to view all income.
  4. Scroll down and click show more next to Retirement Plans and Social Security.
  5. Click the Start tab next to IRA, 401(k), Pension Plan Withdrawals (1099-R).

Alternatively, you can follow the directions below to enter your 1099-R forms.

  1. Log in and click take me to my return (unless already in).
  2. Click the Search box in the upper right screen, type 1099-R and select the Jump to link in the search results.
  3. Answer Yes on the Your 1099-R screen, then select Continue.
    • If you land on the Your 1099-R Entries screen instead, select Add Another 1099-R.
  4. Select how you want to enter your 1099-R (import or type it in yourself) and then follow the instructions.
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