GeorgeM777
Expert Alumni

Retirement tax questions

You add your 1099-R in the Wages & Income section (TurboTax online) or under the Personal Income section (TurboTax CD/download).  Whichever version of TurboTax you are using, scroll down the screen to Retirement Plans and Social Security and the first option on the list references 1099-R.  Click Start/Update and enter your information on the screens that follow.

 

Regarding your W-2, you will enter your W-2 essentially the way you entered your spouse's.  From the Wages & Income screen or the Personal Income screen, scroll down to Wages and Salaries.  Select Revisit/Update.  Under your spouse's W-2 information, select the option to Add another W-2. Thereafter, you can enter your W-2 information. 

 

 

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