JohnB5677
Expert Alumni

Retirement tax questions

You can just state that you have retirement income.  Then you can go on and prepare your tax return.

 

The 1099-R represents a withdrawal from a retirement fund regardless of if it is a pension or individual IRA.

 

On sidebar 

  1. Select Federal 
  2. Wages & Income 
  3. Select Wages and Salaries, or Revisit 
  4. Scroll to Retirement Plans and Social Security
  5. Select the type of income.
    1. IRA, 401(k), Pension Plan Withdrawals (1099-R)
    2. Social Security (SSA-1099, RRB-1099)
    3. Canadian Registered Pension Income
  6. At this point you can edit an existing document of [Add another 1099-R]
  7. If a new 1099-R continue to Let's import your tax info
  8.  You can import by selecting your provider. 
    1. Follow the instructions.
  9. —----  Or to post manually —-------
  10. [Change how I enter my form]
  11. [Type it Myself]
  12. Post your information.


 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"