Retirement tax questions

If you received a pension or took money from a retirement account in 2022 you should have received a 1099R by early February.  Contact the custodian of the account or go on their website to see if you can get a copy there.

 

To enter your retirement income, Go to  Federal> Wages and Income>Retirement Plans and Social Security>IRA  401 k) Pension Plan Withdrawals to enter your 1099R.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**