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Retirement tax questions
Yes, this will properly flow through the TurboTax program to your Utah return as retirement income.
The box 15 state ID is only necessary if state tax were withheld (box 14).
Retirement income, such as pension income and income from retirement accounts, are subject to Utah's state flat income tax of 4.95%.
As long as you enter your Form 1099-R correctly and answer the follow-up prompts it will be properly reported on your Utah state return.
To view your State Return in TurboTax:
- Select Tax Tools in the left menu (if you don't see this, select the menu icon in the upper-left corner).
- With the Tax Tools menu open, you can then:
- Select Print Center and then Print, Save, or Preview This Year's Return to preview your entire return, including all forms and worksheets (you may be asked to register or pay first).
- View only your 1040 form by selecting Tools. Next, select View Tax Summary in the pop-up, then Preview my 1040 in the left menu.
Click here for a TurboTax Help link to watch a video to help walk you through the steps.
Click here to contact Turbo Tax for assistance.
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‎February 15, 2023
2:59 PM