Retirement tax questions

When you land on the screen that asks for a W-2 say that you do not have a W-2.   Then enter whatever other income you have received----did you receive Social Security?   Pension income?   Did you take any money out of a retirement account?   What kind of income do you need to enter?

 

Go to Federal> Wages & Income>>Retirement Plans and Social Security (SSA1099 and 1099RRB) to enter your SSA1099.


To enter your retirement income, Go to Federal> Wages and Income>Retirement Plans and Social Security>IRA 401 k) Pension Plan Withdrawals to enter your 1099R.

 

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**