To enter Form 1099-R Distributions from Retirement Plans into the program:
- From within your TaxAct® return (Online or Desktop), click on the Federal tab. On smaller devices, click in the upper left-hand corner, then choose Federal.
- Click Retirement Plan Income to expand the category, and then click IRA, 401(k), and Pension Plan Distributions (Form 1099-R)
- Click Add to create a new copy of the form or click Review to review a form already created
- The program will proceed with the interview questions for you to enter or review the appropriate information