ThomasM125
Expert Alumni

Retirement tax questions

Here are the steps necessary to enter your form 1099-R in TurboTax:

 

While in the Federal section of TurboTax:

 

   1. Income and Expenses

   2. Retirement Plans and Social Security

   3. IRA, 401(k), Pension Plan Withdrawals(1099-R)

 

Just follow the instructions in that section to enter your 1099-R form.

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