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Retirement tax questions
Did you get the 1099R? The tax withholding should be in box 4. Is it there? You enter it when you enter the 1099R. The withholding will show up on your 1040 line 25b.
Did you enter the 1099R? In the right spot? Or did you import it?
Enter a 1099R under
Federal Taxes on left
Wages & Income
Then scroll way down to Retirement Plans and Social Security
Then IRA, 401(k), Pension Plan Withdrawals (1099-R) – Click Start
Don't type the bank name or try to import it.
At the bottom pick - Change How I enter my Form
Then on the next screen pick - I'll Type it in Myself
Be sure to pick the right kind of 1099R on the 4 boxes. 1099R or CSA1099R or CSF1099R or RRB1099R
If you are filing a Joint return be sure to pick which person it is for.
January 31, 2023
1:37 PM
857 Views