Data entry for 1099-R
To enter 1099-R information for 1041 returns:
- Go toOrganizer,Source Documents (1099s), and then1099-R.
- Enter the payer's name, address, domestic or foreign city, state or country, and zip or postal code.
- Enter the payer's federal ID number.notePayer 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.
- If necessary, override the recipient's name, address, domestic or foreign city, state or country, and zip or postal code.
- 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.
