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Retirement tax questions
To enter your AZ retirement, please follow these steps:
- Click on Federal > Wages & Income.
- 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).
- 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.]
- 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.
- 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
‎February 12, 2021
5:43 AM