Retirement tax questions

Yes, if you've received form 1099-R, you will need to enter it into your tax return regardless of whether any taxes were withheld.  Keep in mind, if you received the 1099-R, so did the IRS, and your tax return could be flagged for audit if it doesn't appear.

 

Here is a TurboTax article about form 1099-R.

 

To complete form 1099 R, follow these steps:

 

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  1. Sign into your TurboTax account
  2. Click on Search in the upper right corner next to the magnifying glass
  3. Type 1099R
  4. Click the Jump To link in the search results
  5. Click Edit