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Best answer by michellehomebiz

Go to the upper right corner and type into the Search box 1099R (or other 1099misc, 1099G etc.) 

and click on the jump to link. 

This will take you right to the section you want to work on. 


2 replies

June 5, 2019

Go to the upper right corner and type into the Search box 1099R (or other 1099misc, 1099G etc.) 

and click on the jump to link. 

This will take you right to the section you want to work on. 


DoninGA
Employee
June 5, 2019

To enter a form 1099-R -

  • Click on Federal Taxes (Personal using Home and Business)
  • Click on Wages and Income (Personal Income using Home and Business)
  • 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

Or enter 1099-r in the Search box located in the upper right of the program screen.  Click on Jump to 1099-R