DanaB27
Expert Alumni

Retirement tax questions

Please check your selection on the "Where Is This Distribution From?" screen in the federal interview:

 

  1. Click "Wages & Income" (under Federal) on the left
  2. Scroll down and click "Show more" next to "Retirement Plans and Social Security"
  3. Scroll down and click "Start" next to "IRA, 401(k), Pension Plan (1099-R)
  4. Enter Form 1099-R information and click "Continue"
  5. Continue until you get the "Where Is This Distribution From?" screen and make the appropriate selection.

 

If this doesn't help then please provide more information about what kind of retirement you have and if you are over 59 1/2.

 

 

@pdrace2 

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