For your retirement income, you should receive a form 1099-R and you can use these menu tabs in TurboTax to report that:
- Income and expenses
- Retirement Plans and Social Security
- IRA, 401(K), Pension Plans(1099-R)
For your social security benefits, you will use the same tabs but choose Social Security(SSA-1099, RRB-1099).
Only a portion of your social security benefits will be taxable, and the taxable amount varies dependent on your total income. Your pension may or may be taxable in whole or in part.
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