BillM223
Expert Alumni

Retirement tax questions

Yes, you can enter both into your return, but they are entered in two different places.

 

The SSA-1099 is the form that reports your Social Security income.

 

The 1099-R reports income from a retirement plan (like a 401(k) plan) or from an IRA.

 

These have to be entered on separate screens so that TurboTax knows that they are different. They are taxed differently on both the federal and state level.

 

 

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