Irene2805
Expert Alumni
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Retirement tax questions

To enter your AZ retirement, please follow these steps:

  1. Click on Federal > Wages & Income.
  2. Scroll down to the Retirement Plans and Social Security section and click on the Start/Revisit box next to IRA, 4701(k), Pension Plan Withdrawals (1099-R).
  3. On the screen, Who gave you a 1099-R? click the first box, Financial institution or other provider (1099-R) and click Continue.  [See screenshot #1 below.]
  4. When entering your 1099-R from the AZ State Retirement System, be sure to enter AZ in Box 15 (State), even if there is no state withholding.  
  5. A few screens later, you will see Where is your distribution from?  Mark the first radio button to indicate this is an AZ state pension.  [See screenshot #2 below.]

 

Screenshot #1

 

Screenshot #2