TaxAct: Where do I find the 1099-R form?

A simple 4 step guide for solving this common TaxAct problem quickly and effectively by GetHuman

Before you get started, be sure you have: Email, Password
1
Sign into your TaxAct account and click the "Federal" tab
2
Click "Retirement Plan Income" to expand the finder and then clic "IRA, 401(k), and Pension Plan Distributions"
3
Click "Add" to create a new copy(Click "Review" if you already have done the form)
4
Follow the prompt to do a "quick entry" or use the "Step by step guidance"
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Author: Ollie • January 19th, 2016

About this Step by Step Guide

After thousands of TaxAct customers came to GetHuman in search of an answer to this problem, along with others, we decide it was high time to publish instructions. Here are just a few examples of the types of questions we were being asked or problems reported by users like you: TaxAct: Where do I find the 1099-R form?; paid *.** out of pocket for college tuition do i list scholarships as payment; someone fraudulently claimed me as a dependent; Forgot to put in personal property taxes in on return; i want to file my taxes and my husbands separate and he does not have an email address when i fil...; I input wrong amount on adjusted income tax amount. I need you to tease it.... So we put together this guide to try to help. It has 4 step(s) to it. It takes an average of 20 minutes to get through these steps according to other users, including time spent working through each step and contacting TaxAct. And we tried to include a checklist of information you'll need when you try to fix this yourself. Best of luck and please let us know if you successfully resolve your issue with this.

Why does GetHuman Write How-to Guides for TaxAct Problems?

GetHuman has been working for over 10 years on sourcing information about big organizations like TaxAct that helps customers resolve customer service issues faster. We started with contact information and fastest ways to reach a human at big companies. Particularly ones with slow or complicated IVR or phone menu systems. From there, we realized that consumers still needed more detailed help solving the most common problems, so we expanded to this set of guides, which grows every day. If you have other problems or questions and you can't find the solution here, please let us know. We are writing new step by step guides every day for problems like this. And if you spot any issues with our Where do I find the 1099-R form? guide, please let us know by sending us feedback. We want to be as helpful as possible. If you appreciated this guide, please share it with your favorite people. Our free information and tools is powered by you, the customer. The more people that use it, the better it gets.

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