IreneS
Intuit Alumni

Retirement tax questions

Yes.  Code 4 indicates a death benefit and Code D indicates annuity payments from nonqualified annuities.

To enter this in TurboTax, 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).  [See Screenshot #1, below.]
  3. If you've already entered one (or more) 1099-Rs, you will see a screen Your1099-R Entries.  Click on the link Add Another 1099-R[Screenshot #2]
  4. If you haven't yet entered a 1099-R, you will see the screen, Your 1099-R. Click Yes and then Continue.
  5. You can either import your 1099-R or click on the I'll type it in myself box. [Screenshot #3]
  6. If you select to enter the information yourself, you will see a screen, Tell Us Which 1099-R You Have.  Mark the radio button next to Form 1099-R, withdrawal of money from 401(k) retirement plans, pensions, IRAs, etc. [Screenshot #4]
  7. Continue through the screens, answering the interview questions.


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