MayaD
Expert Alumni

Retirement tax questions

Skip the entry of anything on your W-2. 

If your return has an empty W-2, follow the steps below to delete it:

  • Select Federal Taxes from the left menu.
  • Click on Income and Expenses.
  • Select Edit next to Job (W-2)
  • Select Delete (trashcan icon) on the line listing the W-2.
  • Select Yes on "Are you sure you want to delete this W-2?"

Form 1099-R is used to report the distribution of retirement benefits such as pensions and annuities.

To report form 1099-R:
• Select Federal Taxes
• Select Wages and Income
• Select Show More at Retirement Plans and Social Security
• Select IRA, 401(k), Pension Plan Withdrawals (1099-R)

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