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How do I enter Form 1099-R information?

Explains how to enter Form 1099-R, including where to report retirement income, which boxes to complete, and how distribution codes affect your tax return.

Form 1099-R reports money you received from a pension, annuity, IRA, or other retirement plan.
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You can import, upload, or manually enter your Form 1099-R in the april app.

How do I add my Form 1099-R?

  1. Go to the Income screen that asks “How did you earn money in 2026?”

  2. Select Retirement income


3. Continue to the next screen, where you can import, upload, or manually enter your Form 1099-R

How do I enter my Form 1099-R manually?

  1. Have your Form 1099-R handy

  2. Enter the payer's information (name, address, etc.) shown at the top of your Form 1099-R

  3. Copy the amounts from your form into the matching fields in april, including any federal and state taxes withheld

  4. Select the distribution code(s) shown in Box 7a of your Form 1099-R

  5. Review your information before continuing

Note: Distribution codes help determine how your retirement income is taxed. Make sure you select the code(s) shown on your form.
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If you have more than one Form 1099-R, you can add additional forms as you continue through the app.

How are IRA distributions, rollovers, and Roth conversions handled?

If you took money out of an IRA, rolled over retirement funds, or completed a Roth conversion, you'll generally receive a Form 1099-R reporting the distribution.
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After you add your Form 1099-R in april, you may be asked additional questions about your distribution. Your answers help determine how much of your distribution is taxable.

What if my Form 1099-R has state tax withheld but no state distribution amount?

If your Form 1099-R shows state tax withheld (Box 14), but no state distribution amount (Box 16 is blank or $0), don't leave the State distribution field in april blank or remove and re-add your form.
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For now, you'll need to enter an amount to continue:

  1. Enter the taxable amount from Box 2a of your Form 1099-R in the State distribution field in the app

  2. If Box 2a has no amount, use Box 1 (Gross distribution) instead

This content is provided for informational purposes only and should not be construed as tax, legal, financial, accounting, or other advice. Rules and regulations vary by location and are subject to change, so please consult with an expert if you need advice specific to you.

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