To enter Form 1099-R Distributions from Retirement Plans into the program:

1. From within your TaxAct® return (Online or Desktop), click Federal. On smaller devices, click in the upper left-hand corner, then choose Federal.
2. Click Retirement Plan Income in Federal Quick Q&A Topics menu to expand the category, and then click IRA, 401(k), and Pension Plan Distributions (Form 1099-R)
3. Click New Copy of Form 1099-R (Desktop users 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