Retirement tax questions

If you have a full PC or Mac that meets the system requirements for the CD/download, then get the Deluxe CD/download.   Every version of the desktop (aka CD/download) has all of the forms and schedules.   You just get more help in certain areas by upgrading to more expensive versions.  Deluxe can handle your W-2 income, retirement income, etc.   You will get a 1099R for your pension by the way not a 1099G.

 

To enter your retirement income, Go to  Federal> Wages and Income>Retirement Plans and Social Security>IRA  401 k) Pension Plan Withdrawals to enter your 1099R.

 

 

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**