DaveF1006
Expert Alumni

Retirement tax questions

Here is how you will enter the form..

  1. Go to federal>wages and income>all income 
  2. Retirement plans and Social Security>show more
  3. Ira (401K), pension plan Withdrawals(1099R) Start
  4. Here you will begin entering your 1099R
  5. The next screen asks how you would like to enter the information, indicate you will type it in yourself.
  6. Next screen says what kind of 1099-R do you have, select the first selection 1099-R, withdrawal of money from 401K, retirement plans, pensions, IRA, etc.
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