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Retirement tax questions
It depends on your expertise on navigating the program and experience in operating a Personal Computer. I can give you a primer but it won't be too detailed.
- First of all, select this link and create a Turbo Tax account. You will need to establish a username and password.
- Once established, you will need to create your profile in the information page such as who you are address, married, single, dependents etc.
- Once your account is established: Here is how you will enter the three things you mentioned above.
For unemployment:
- Select federal>income and expenses>Unemployment>show more
- Government benefits on Form 1099-G>start
- Here the instructions will prompt you to enter your 1099-G
For Social Security:
- Go to federal>income and expenses
- Retirement plans and Social Security>show more
- Social Security (SSA-1099, RRB-1099) Start
- Here you will enter your SSA-1099.
For Retirement Pensions:
- Go to federal>income and expenses
- Retirement plans and Social Security>show more
- Ira (401K), pension plan Withdrawals(1099R) Start
- Here you will enter your 1099-R.
This will get you started entering your information. If you need additional help, just write back to us. There are also options to speak to Live Experts in the program if you need help.
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March 2, 2021
11:21 AM
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