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Retirement tax questions
Go back to the entry screen for your Form 1099-R and make sure you have added all of the state information from your Form 1099-R.
Here's where to enter/edit your 1099-R in TurboTax:
- Open or continue your return.
- In the Federal section, select Wages & Income.
- Scroll to locate Retirement Plans and Social Security.
- Select Start or Revisit next to IRA, 401(k), Pension Plan Withdrawals (1099-R).
You can also find the 1099-R section using Search. Open your return, enter 1099-r in the search bar, and select the Jump to 1099-r link.
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‎February 4, 2024
4:46 PM