1. From within your TaxACT return (Online or Desktop), click on the Federal Q&A tab
2. Click Retirement Plan Income to expand the category, and then click IRA, 401(k), and Pension Plan Distributions (Form 1099-R)
3. Click Add to create a new copy of the form or click Review to review a form already created
4. The program will proceed with the interview questions for you to enter or review the appropriate information

Related Links:

• Form 1099-R Basic Information
• Form 1099-R Distribution Codes