Retirement tax questions

JotikaT2 · ‎April 5, 2021

Assuming you are trying to enter your 1099-R information for Retirement Distributions, you can do that in the Federal interview section once you have logged into TurboTax.

Select Income & Expenses
Scroll down to All Income
Select show more to the right of Retirement Plans & Social Security
Select start/revisit to the right of IRA, 401(k), Pension Plan Withdrawals (1099-R)
As you enter your 1099-R information, be sure to fill out the state section. The program will then answer any questions as it relates to that particular 1099-R.
To enter additional 1099-R forms, simply select +Add Another 1099-R.

1099-R input

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