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Retirement tax questions

If you had an IRA distribution you should have received a 1099-R from the IRA custodian.  If you have not received your 1099-R then you should contact the custodian (broker/dealer or bank).  If you have the 1099-R, then to get to the section of the program where you enter it go to:

  • Click on Search
  • Type 1099-R in the Search Window
  • Click on "Jump to 1099-R"
  • Continue through the interview and enter your 1099-R or verify your entries

You enter your 1099-R in the Federal return section and it will flow through to your Pennsylvania State tax return.


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