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

 

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