Retirement tax questions

You will get a 1099R that you have to enter into your tax return.  They are usually issued in late January to early February.  They might mail it to you or you might need to go to their web site to get it.  The 1099R will show the tax you had withheld.

 

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.**