ColeenD3
Expert Alumni

Retirement tax questions

Please see the steps below. Both pensions and IRAs can be entered here.

 

The 1099 R will be entered in the Retirement Plans and Social Security section.
• Select Federal Taxes
• Select Wages and Income
• Select Show More at Retirement Plans and Social Security
• Select IRA, 401(k), Pension Plan Withdrawals (1099-R)