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Retirement tax questions
You WILL get a 1099R. And it has to be entered on your tax return. They are issued by the end of January or early February. It might be mailed to you, or you might need to go on the plan's website to get it.
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.**
‎January 29, 2024
11:50 AM