Data entry for 1099-R

To enter 1099-R information for 1041 returns:
  1. Go to
    Organizer
    ,
    Source Documents (1099s)
    , and then
    1099-R
    .
  2. Enter the payer's name, address, domestic or foreign city, state or country, and zip or postal code.
  3. Enter the payer's federal ID number.
    note
    Payer information must be entered completely. The payer ID number's mandatory for certain state e-filed returns. The state return could be rejected if the payer ID isn't entered.
  4. If necessary, override the recipient's name, address, domestic or foreign city, state or country, and zip or postal code.
  5. Enter amounts in fields that apply. If an item's bolded, it'll carry to the appropriate fields throughout the return. If an item's not bolded, then it's for e-file purposes only and will only be require if box 4 contains any federal income tax withheld.

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