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March 31, 2025
Question

Where will I find Form 1099-R for my retirement income information?

  • March 31, 2025
  • 1 reply
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Where will I find form 1099-R to report my retirement income?

    1 reply

    JohnB5677
    March 31, 2025

    To include a 1099-R in your return, follow these steps

     

    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?

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