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Retirement tax questions
NO. Wait for your 1099R. Financial institutions usually have 1099R's ready by late January to mid-February. Often they are available for you to print or see online before they are formatted for importing into software. Check your plan's website to see if yours is available to print.
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 7, 2024
6:12 AM