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Get answers to frequently asked questions about the 1099-R worksheet in ProSeries.

For information on coronavirus related distributions see Generating Form 8915 in ProSeries.

How do I enter a 1099-R in ProSeries?

ProSeries provides a 1099-R worksheet to enter the information from the 1099-R.

  1. Open the client file.
  2. Press F6 to bring up the Open Forms window.
  3. Type 99R to highlight the 1099-R Wks.
  4. Click OK to bring up the Select Form 1099-R Worksheet window.
  5. If this is a new payer enter the Payer name and click Create.
  6. If this is an existing payer click on the Payers name and click Select.
  7. Enter lines 1-19 from the corresponding boxes 1-19 on the 1099 received.