Retirement tax questions

Who is it from?  Did you take a IRA or 401K withdrawal?  Did you rollover or transfer it to another account?  Do you get a pension?  Did you leave a job and not pay back a 401K loan?

 

What code is in box 7?

 

Enter a 1099R under

Federal Taxes on the left side

Wages & Income at the top

 

Then scroll way down to Retirement Plans and Social Security,

Then IRA, 401(k), Pension Plans (1099R) - click Start or Revisit

 

If you are filing a Joint return be sure to pick which person it is for.