Use the + icon to add the 1099-R to the return.

Verify the taxpayer’s address listed on their 1099R. Use the radio buttons in the software to indicate whether the taxpayer’s address is the same or different from the one listed on the Main Info page.

Enter the payer’s information here. Note: If the payer’s ID has been previously entered, the remaining payer information should auto-populate.

Now, match the information from the 1099R boxes to the corresponding boxes in the tax prep software. Ensure that all amounts and details are entered exactly as they appear on the 1099R.