Form 1099-R – Entering Distributions from Retirement Plans
To enter Form 1099-R. Distributions from pensions, annuities, retirement or profit-sharing plans, IRAs, insurance contracts, etc., follow the steps below.
Online
Dashboards
- From within your TaxAct return, click Income.
- On smaller devices, click the menu at the top left corner of your screen, then make your selection.
- Expand the Retirement & Social Security section.
- Click Add beside Distributions from IRA, 401(k), Pension Plan.
- Search for your financial provider or click Enter 1099 Manually at the bottom right.
- Complete the rest of the interview process.
Classic Navigation
- From within your TaxAct return, click Federal.
- On smaller devices, click the menu at the top left corner of your screen, then make your selection.
- Click the Retirement Plan Income drop-down, then click IRA, 401(k), and pension plan distributions (Form 1099-R).
- Click + Add Form 1099-R to create a new copy of the form.
- Click Edit to edit a form already created.
- Complete the rest of the interview process.
Desktop
- From within your TaxAct return, click Federal.
- Click the Retirement Plan Income drop-down, then click IRA, 401(k), and pension plan distributions (Form 1099-R).
- Click + Add beside Form 1099-R to create a new copy of the form.
- Click Review to edit a form already created.
- Choose Quick Entry or Step-by-Step Guidance and follow the steps to enter your details.
For additional information, go to IRS Publication 575.
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