Taxpayers should receive a copy of Form 1099-R, or some variation, if they received a distribution of $10 or more from their retirement plan. Form 1099-R is used to report the distribution of retirement benefits such as pensions, annuities or other retirement plans.
Follow the instructions below to correctly enter the Form 1099-R Distributions from Pensions, Annuities, Retirement, etc:
1. Click "Add Form"
2. Type the correct form into the search box (1099R) and select the Distributions from Pensions, Annuities, Retirement, etc.
3. Select the Taxpayer or Spouse Occurrence
4. Complete all the fields required for filing, directly from the Form 1099-R (in-hand)
5. Click "Refresh"
6. Click "Verify"
7. All FRM 1099-R items should be removed from the "Returns Errors and Rejects"