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homeis544
Level 1

How do I manually add my income from a 1099r form?

I have two 1099r forms and a SSA-1099 form to report

2 Comments 2
ThomasJosephD
QuickBooks Team

How do I manually add my income from a 1099r form?

Hi Homies544.

 

While QuickBooks Self-Employed (QBSE) primarily focuses on Schedule C business income and expenses, you can categorize retirement income as Personal to ensure it's excluded from your business reports and not taxed as self-employment income.

 

Here's how:

 

  1. Go to the Transactions section.
  2. Click the Add transaction button.
  3. Enter the necessary details.
  4. Select Personal withdrawal as the category.
  5. Click Save to complete the process.

 

If you're using TurboTax, you can export the data and manually record the income from there.

 

Don't hesitate to reply here if you need additional assistance.

Jayson_E
QuickBooks Team

How do I manually add my income from a 1099r form?

Hello, Homies544.

 

I’m following up to see if the solution we provided worked for you.

 

Did it resolve the issue, or are you still experiencing difficulties?

 

We're happy to assist further if you need any more help.

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