DaveF1006
Expert Alumni

Retirement tax questions

It depends. Are you trying to enter this on your California return? You will just enter this on the federal side and it will automatically populate into your California return.

  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 enter your 1099R

If this isn't your issue or solution, please clarify the problems you are having.

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