Empty space, drag to resize
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Empty space, drag to resize
Empty space, drag to resize
These are the steps on how to enter Form 1099-R.
A. How to add Form 1099-R
1. Under the Tax Returns tab, locate the "+" icon in the upper left.
2. Type in the '1099R' form in the search bar and click to open.
B. How to fill up Form 1099-R
- Check if the taxpayer's details are correct.
- Fill in the Taxpayer's ID, which is the Taxpayer's TIN seen in Form 1099-R.
- Skip the Name code and just type in the Payer's name. The name code will automatically generate after.
- Input all the details seen in Form 1099-R. Like other forms, Box 1 in the software corresponds to Box 1 in Form 1099-R. So enter all information you have in Form 1099-R.
