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This article demonstrates how to add Form 1099-R. |
Form 1099-R, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.
Taxpayers should receive Form 1099-R for any distributions of $10 or more, from any type of retirement plan
In a typical year with no extensions, Form 1099-R must be issued to taxpayers no later than January 31st.
Taxpayers who have not received their 1099-R form by February 15th, and have made efforts to obtain their 1099-R with no results, are able to complete Form 4852 substitute 1099-R.
Entering Form 1099-R
Select Add Form.
Search for 1099-R, select it, and double-click to add the form.
If a joint return, choose New Taxpayer's or New Spouse's Occurrence.
Complete the 1099-R, filling in all applicable sections. Pay close attention to the state information.
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