Retirement tax questions

ALL of your income has to be entered on the same Form 1040.   If you do not have your 1099R, wait for it and enter it when you can, but do not e-file without it.   They usually come in late January to mid- February.  You might need to get it from the plan's website.  

 

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.**