Vanessa A
Expert Alumni

Retirement tax questions

Click the following to enter your 1099-R:

  • Federal
  • Wages and Income
  • Scroll down and click Show More next to Retirement Plans and Social Security
  • Start next to IRA, 401K, Pension Plans (1099-R)

As to whether or not you have to enter it, that depends on your income.  If you have enough income that you are required to file a return, then yes, you will need to enter the 1099-R.  Retirement income is generally taxable by the IRS.

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