DaveF1006
Expert Alumni

Retirement tax questions

@neufmeister. The best to enter is:

  1. Log into TurboTax .
  2. Click on Federal from the menu on the left-hand side and then click on Wages & Income at the top.
  3. Scroll down to Retirement Plans and Social Security, click "Show More" and then click on "Start" to the right of Social Security (SSA-1099, RRB-1099.)
  4. Enter the amounts from your form(s) where indicated. Net benefits go in Box 5 of the form and the income Tax Withheld will be recorded in Box 6.
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