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April 15, 2024
Question

Why will you not let me import my military and Texas retirement pays that were sent to my account at Randolph Brooks Federal Credit Union???

  • April 15, 2024
  • 1 reply
  • 0 views
These are my biggest incomes and I cannot file my taxes as you will not help me on this issue.

1 reply

April 15, 2024

If you are not able to download your IRS form 1099-R, there are other options including typing it in yourself.

 

Follow these steps to report the 1099-R:

 

  • Down the left side of the screen, click on Federal.
  • Down the left side of the screen, click on Wages & income.
  • Scroll down to Retirement Plans Social Security.  Click the down arrow to the right.
  • Click Start / Revisit to the right of IRA 401K Pension Plan Withdrawals.
  • At the screen Let's import your tax info, select the provider.
  • Follow the screens to download the 1099-R retirement income.
  • You may enter the 1099-R retirement income by other means by selecting Change how I enter my form at the screen Let's get your tax info.
  • You may download the form from the provider, upload a PDF, JPG or PNG file from your computer, snap a photo or type it in yourself.  
  • See these options.

 

What problems are you having trying to enter your 1099-R retirement income?

 

See also this help.

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