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Retirement tax questions
Provide some details. Do you mean he left an employer and the employer sent him the money that had been in a 401k, etc.? If so, he has to enter a 1099R. If they did not send one, you may 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.**
‎February 5, 2024
7:30 AM