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Retirement tax questions
You need to obtain an actual copy of your 1099R, both for your federal return and for the state. Many financial institutions make them available to import into the software, or available online for you to print out for yourself. If neither of those is possible for you, then call the bank or financial institution that handles your retirement account. Do not guess at what goes into the boxes. Get the 1099R and enter it exactly as shown---that is what was sent by the financial institution to the IRS and your state.
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.**
‎September 30, 2023
3:43 PM
1,957 Views