Form 1099-R - Entering Distributions from Retirement Plans

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, or click Review to see a form already created
  4. The program will proceed with the interview questions for you to enter or review the appropriate information

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