Retirement tax questions

JotikaT2 · ‎February 8, 2021

Make sure you are entering your 1099-R information in the correct section of TurboTax..

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

Select Income & Expenses
Scroll down to All Income
Select show more to the right of Retirement Plans & Social Security
Select start/revisit to the right of IRA, 401(k), Pension Plan Withdrawals (1099-R)
To enter additional 1099-R forms, simply select +Add Another 1099-R

Once you get to the input section, your input screen will be similar to the screen below. Box 2a will be listed and you can input your amount there.

Retirement input

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"