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Retirement tax questions
Yes, you have to enter it on your income tax return, even if you didn't request it, if you're required to file a tax return. Per IRS, any amount included in your income is taxable unless it is specifically exempted by law.
Click here to enter your 1099-R in TurboTax.
You can also select Federal from the left menu and select Wages & Income at the top of the screen.
- Scroll down to IRA, 401(k), Pension Plan Withdrawals (1099-R) and select Start/Review.
- You will be able to edit an existing 1099-R or Add another 1099-R.
- On the Let's import your tax info screen, enter your Plan administrator or select Change how I enter my form.
- On the How do you want to add your 1099-R screen, select one of the options or you can Type it in myself.
- Continue with the onscreen interview until complete.
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May 11, 2021
12:40 PM