Form 1099-R - Entering Distributions from Retirement Plans
1
To enter Form 1099-R. Distributions from pensions, annuities, retirement or profit-sharing plans, IRAs, insurance contracts, etc., follow the steps below.
Online
Dashboards
From within your TaxAct return, click Income.
On smaller devices, click the menu at the top left corner of your screen, then make your selection.
Expand the Retirement & Social Security section.
Click Add beside Distributions from IRA, 401(k), Pension Plan.
Search for your financial provider or click Enter 1099 Manually at the bottom right.
Complete the rest of the interview process.
Classic Navigation
From within your TaxAct return, click Federal.
On smaller devices, click the menu at the top left corner of your screen, then make your selection.
Click the Retirement Plan Income drop-down, then click IRA, 401(k), and pension plan distributions (Form 1099-R).
Click + Add Form 1099-R to create a new copy of the form.
Click Edit to edit a form already created.
Complete the rest of the interview process.
Desktop
From within your TaxAct return, click Federal.
Click the Retirement Plan Income drop-down, then click IRA, 401(k), and pension plan distributions (Form 1099-R).
Click + Add beside Form 1099-R to create a new copy of the form.
Click Review to edit a form already created.
Choose Quick Entry or Step-by-Step Guidance and follow the steps to enter your details.