Get your taxes done using TurboTax

If you received income from a retirement account, you should receive Form 1099R in order to report the total received and the taxable portion. 

Here's how to enter the information on your Forms 1099-R:

In TurboTax Online, under Wages and Income:

1. Go to  IRA, 401(k), Pension Plan Withdrawals (1099-R)
2. Answer Yes on the screen, Did you get a 1099-R?
3. If you land on the screen, Review your 1099-R info instead, select Add Another 1099-R
4. Answer any questions until you get to the screen, Let's import your tax info. Here you can choose how you want to enter your 1099-R
5. If your financial institution is a TurboTax 1099 partner, you can import your form.
6. Select your institution from the list and enter your sign-in credentials, then select Get my form to start the import process
7. If you prefer to upload your 1099-R or type in the info yourself, select Change how I enter my form. On the next screen, select your preferred entry method
8. Continue answering the questions to enter or review the info from your 1099-R

See this help article for more information.

Regarding Head of Household: In the Personal Info section of TurboTax, answer all of the questions regarding your living arrangement, marital status, and any dependents in order for TurboTax to determine whether you are entitled to any Child Tax Credit, Other Dependent Tax Credit, or Head of Household Filing Status (which affects how your taxes are calculated).

Head of Household filing status typically allows parents or adults with qualifying dependents who provide over half the cost of keeping up a home for a qualifying person to claim a higher standard deduction and be taxed at lower tax rates than single taxpayers or those who are married filing separately.

See this TurboTax tax tips article for more information regarding head of household status.

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