DaveF1006
Expert Alumni

Retirement tax questions

Here is a more direct route because the Jump to link doesn't always work.

 

  1. Go to federal>wages and income>all income
  2. Retirement plans and Social Security>show more 
  3. Ira (401K), pension plan Withdrawals(1099R) Start
  4. Then follow the instructions bosso3 has outlined.

@gcotterl

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"