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Retirement tax questions
@CarolynCC137 Your pension distribution may be taxable if reported to you on a form 1099-R. You can enter that form in TurboTax to see if it affects your tax. You enter it in the Income and Expenses section of your federal tax return. Look for Retirement Plans and Social Security, then IRA, 401(k), Pension Plans (1099-R). Just complete that section by entering your form 1099-R information and answering the questions to see if your refund or tax due changes.
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‎February 23, 2022
11:07 AM