Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Comment: Reverted from v. 13

...

  1. Select Add Form.

    image-20241003-202401.png

  2. Locate Form1099-R, select it, and double-click to add the form.

  3. If a joint return, choose New Taxpayer's or New Spouse's Occurrence.

  4. Complete the 1099-R, filling in all applicable sections. Pay close attention to the state information.

    Desktop/Hosted

    image-20241004-160252.pngImage Added


    CrossLink Online

    image-20241004-155830.png