ColeenD3
Expert Alumni

Retirement tax questions

If you are on the screen in the 1099-R section that says, "Enter your details", you will notice Box 4 Federal income tax withheld. This is not entered on Form 8606. 

 

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