How to Report Form 1099-R (Retirement Distributions) in TaxAct

To enter Form 1099-R—Distributions from pensions, annuities, retirement or profit-sharing plans, IRAs, insurance contracts, etc.—follow these steps:

Steps to Enter Form 1099-R:

1. Access the Federal Section

   • From within your TaxAct return, click Federal.
   • On smaller devices, tap the menu icon in the upper-left corner, then select Federal.

2. Navigate to Retirement Income

   • Click the Retirement Plan Income dropdown.
   • Select IRA, 401(k), and pension plan distributions (Form 1099-R).

3. Add or Edit a 1099-R Form

   • Click + Add Form 1099-R to enter a new form.
   • To make changes to an existing form:
     • In the Online version, click Edit.
     • In the Desktop version, click Review.

4. Complete the Interview

   • Follow the guided interview to enter your 1099-R details accurately.

Related Links

• Form 1099-R - Basic Information
• Form 1099-R - Distribution Codes