AliciaP1
Expert Alumni

Retirement tax questions

There is a box for the Account Number underneath box 10 in TurboTax on the screen where you enter your 1099-R details.

 

To access this screen in TurboTax Online you can follow these steps:

  1. Within your tax return use the magnifying glass icon to search for 1099-R
  2. Click the Jump to link
  3. Answer the questions about your 1099-R until you get to the Enter your 1099-R details from XXX screen
    • If you already entered your 1099-R you will click Edit for the form you want to add the withholding for then progress through the questions
  4. Scroll down to the Less common items section and you can see the Account number box underneath box 10
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