qbteachmt
Level 15

You don't "do" anything "on" the 1099-R. It is code 1. Not J or 9, there.

I found these resources for you:

https://proconnect.intuit.com/community/help-articles/help/proseries-form-1099-r-faq-s/00/4853

https://proconnect.intuit.com/community/proseries-discussions/discussion/1040-form-5329-entering-exc...

https://proconnect.intuit.com/community/proseries-discussions/discussion/1099-r/00/62065

 

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