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Retirement tax questions
If you have a CSA 1099-R, Statement of Annuity Paid please enter in the Wages and Income section from the left menu.
- Scroll down to Retirement Plans and Social Security and click on Show More
- Select Start or Revisit for IRA, 401(k), Pension Plan Withdrawals (1099-R)
Click the Change how I enter my form button, on the bottom.
Click on Type it in myself, on the bottom.
On this screen select one of the two CSA 1099-R boxes, if you are the retiree or a survivor. TurboTax will walk you through the entry from there.
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‎April 9, 2023
5:59 AM
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