Support CenterHow do I copy federal form 1099-R to my state in a 1040 return in SureFire?
🔍 How do I copy federal form 1099-R to my state in a 1040 return in SureFire?
This guide shows you how to duplicate federal form 1099-R to your state forms within a 1040 return in SureFire.
⚠️ Before You Begin
Make sure you have your 1040 return open and that the federal 1099-R forms are listed in the form tree for the state you are working with.
📊 Step-by-Step Guide
Step 1: Start with the first 1099-R in the form tree
Select the 1st 1099-R listed for the state in the form tree.
Step 2: Copy the federal 1099-R
In the Copy Number field, enter a 1, then press the F10 key on your keyboard.
Step 3: Open the correct form
When the Find a form window opens, the NY 1099-R will already be selected. Click Open.
Step 4: Select the state summary form
In the Select Forms dialog box, select the NEW 1099R pg 1 - State Summary of Federal 1099Rs Pg 1 and click OK.
Step 5: Set the next copy number
In the copy number field, enter a 2.
Step 6: Repeat for all federal 1099-R forms
Repeat the above steps until all federal 1099-R are listed with the state forms in the form tree.
📞 Still Need Help?
If you are having trouble, contact our support team:
Phone: 1-800-516-9442
Tags: federal,form