ThomasM125
Expert Alumni

Retirement tax questions

Retirement income is entered off of a Form 1099-R. Can you clarify that is what you are trying to do, and what happens when you try to enter the form? These are the steps to enter a form 1099-R:

 

  1. Choose the Federal option on your left menu bar
  2. Choose Wages & Income
  3. Choose the Retirement Plans and Social Security menu option 
  4. Choose IRA, 401(k), Pension Plan Withdrawals(1099-R)
  5. Choose the enter 1099-R option
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