Retirement tax questions

If you had an IRA withdrawal in 2022, you won’t receive a 2022 Form 1099-R for it until next year, and it won't need to be reported until you file your 2022 return, next year.

You will need to report your 2021 Form 1099-R, representing your 2021 withdrawal, on your 2021 return, which you’ll file this year.

Here's how to enter your 1099-R:

1. Open (continue) your return if you don't already have it open

2. Search for 1099-R and select the Jump to link in the search results

3. Answer Yes on the Did you get a 1099-R? screen

   • If you land on the Review your 1099-R info screen instead, select Add Another 1099-R

4. Answer any questions until you get to the import screen. You'll be prompted to enter your financial institution account info and TurboTax will directly import your forms

   • If you prefer to type it in yourself, select Change how I enter my form and continue