Skip to main content
March 30, 2025
Question

Where do I input information from a Supplement to 2024 Tax Form 1099-R?

  • March 30, 2025
  • 1 reply
  • 0 views
I believe this should be NYS tax exempt

1 reply

JohnB5677
March 30, 2025

To enter a 1099-R in the federal return:

The state interview may indicate if it is taxable in New York.

 

Under Federal

  1. Wages & Income
  2. Scroll to IRA, 401(k), Pension Plan Withdrawals (1099-R) [Add/Edit]
  3. Did you get a 1099-R in 2024? [yes]
  4. If you are adding a 1099-R [+ Add another 1099-R]
  5. The steps are the same from here
  6. [Change how I enter my form]
  7. [Type it Myself]
  8. If necessary chose a person [Continue]
  9. Who gave you a 1099-R? Click box [Continue]
  10. Post the 1099-R

Where do I enter my 1099-R?

**Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"