About Form 1099-R

• Taxpayers should receive Form 1099-R for any distributions of $10 or more, from any type of retirement plan.

• 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.

Completing Form 1099-R

1. Select Add Form.
   
   
   

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2. Locate and highlight Form 1099-R in the All Forms & Schedules Menu. Double-click to add.
   
   
   

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.

   1. Box 7 of 1099-R determines if the withdraw is taxable, a non-taxable rollover, or subject to the 10% early withdrawal penalty. You can view a full list of codes and what they mean by selecting Choices from box 7.
      
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