1099-R Form

Question

Can someone please help me on how to post a 1099-R form, or do I even have to report it?  I retired last August, and I never had to deal with one.

The boxes do not match on the W2 form that I post it, too.  For example, there is no box 2A on the W2 I'm posting it to.

Thanks!

donnieboston · Answer

Hi Ryan.

I wanted to thank you for such tremendous help. First time user of FreeTax and never had to fill those 1099-R forms on here being retired.  I appreciate it very much!

Sincerely

Donnie

RyanZ · Answer

You will not enter the information on the 1099-R on the W-2 input screen.

There is a separate input screen for "Retirement Income (1099-R).  You can located this on the "Your Income" page in FreeTaxUSA, in the "Common Income" section.

You can also search the webpage for "1099-R" to locate.  If you have not visited this page already, it will have the button "Start" which you will click on.  If you have visited this page, click on "Edit"