How do I enter pension income on turbo tax form?

Forum|Forum|5 years ago
January 21, 2021
2 replies
2 views

I cannot find where to enter pension income on turbo tax?

TurboTax Free Edition Online

xmasbaby0

Level 15

To enter your retirement income, Go to Federal> Wages and Income>Retirement Plans and Social Security>IRA 401 k) Pension Plan Withdrawals to enter your 1099R.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

SweetieJean

Alumni - Champ

Be sure to wait until the 1099-R arrives.

rcmartin53

Level 2

When will retirement income section become available

JohnB5677

Level 15

The TurboTax retirement income section is available and fully functional.

You should have your 1099-R available.

As @xmasbaby0 Indicated, you should follow these steps:

Go to Wages and Income
Retirement Plans and Social Security
IRA 401 k) Pension Plan Withdrawals
Enter your 1099R.

**Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"

paul22310

Level 2

I entered the info from the 1099r. When i continue Turbotax asks in 9b Total Employees Contributions and it's not an RMD as that's entered elsewhere. Also "is the taxable annuity the taxable amount?". I'm confused--this is a monthly federal pension. please advise me on how to enter this. I feel like I'm in the wrong place as it's not a TSP or an RMD it's monthly retirement check. Help!