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January 30, 2022
Question

Where do I find the page to enter my RRB-1099-R?

  • January 30, 2022
  • 2 replies
  • 0 views
It is my Railroad retirement

2 replies

DoninGA
Employee
January 30, 2022

To enter, edit or delete 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

 

Make sure that you select the RRB-1099-R where asked for the form received.

VolvoGirl
Employee
January 30, 2022

Enter as a 1099R.

Enter a 1099R under
Federal Taxes on left
Wages & Income at the top


Then scroll way down to Retirement Plans and Social Security
Then IRA, 401(k), Pension Plans (1099R) – Click Start

 

Then you go though several screens and will come to a screen asking Who it's from.  See my 2 screen shots.