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Retirement tax questions
You enter the Form 1099-R as received. If federal and/or state taxes are withheld on the Form 1099-R, the TurboTax program enters the taxes withheld as a tax payment on the Federal and State tax returns respectively.
To enter, edit or delete a form 1099-R -
Click on Federal Taxes (Personal using Home and Business)
Click on Wages and Income (Personal Income using Home and Business)
Click on I'll choose what I work on (if shown)
Scroll down to Retirement Plans and Social Security
On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button
Or enter 1099-r in the Search box located in the upper right of the program screen. Click on Jump to 1099-R
March 28, 2023
2:55 PM