DanaB27
Expert Alumni

Retirement tax questions

The question is asking if you received money from a retirement account for example a 401k or IRA. If you received a distribution then you should have gotten Form 1099-R for the retirement distribution.

 

If your only income is from a job (W-2) or from self-employment and didn't receive Form 1099-R then you can select "No".

 

Please see these instructions to enter Form 1099-R:

 

  1. Click on "Search" on the top right and type “1099-R”  
  2. Click on “Jump to 1099-R”

 

Please see Qualified Disaster Retirement Plan Distributions for additional information.

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