Retirement tax questions

You should have received a 1099-R form.

 

To enter your information:

 

  1. Login to your TurboTax Account 
  2. Click "Federal" from the left side of your screen
  3. Scroll down to "Retirement Plans and Social Security" and click "Show more"
  4. Scroll down and click "Start or Edit/Add" next to "IRA, 401(k), Pension Plan Withdrawals (1099-R)
  5. TurboTax will walk you through entering information