JotikaT2
Employee Tax Expert

Retirement tax questions

The input would be under the Federal income section as follows: 

  1. Select "Income & Expenses" 
  2. Scroll down to "All income" 
  3. Select show more to the right of "Retirement Plans & Social Security" 
  4. Select start/revisit to the right of "IRA, 401(k), Pension Plan Withdrawals (1099-R)" 
  5. As you enter your 1099-R information, be sure to file out the state section.  The program will then answer any questions as it relates to that particular 1099-R.
  6. To enter additional 1099-R forms, simply select +Add Another 1099-R
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