MarilynG
Expert Alumni

Retirement tax questions

If you received a 1099-R, here's the steps for How to Enter 1099-R.  Type '1099-R' in the Search area, then click on 'Jump to 1099-R' to get to this section. 

 

You will report the Federal Tax withheld when you enter it in TurboTax. 

 

If you Efile your return, just keep the 1099-R for your records.  You don't need to mail it.

 

 

 

 

@Closplint

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