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Retirement tax questions
Are you sure you are in the same account that you used last year?
You can always enter your retirement income from Lacera that's on a 1099-R under the Wages and Income section of TurboTax. Follow the steps below:
- Launch TurboTax.
- In the Federal section, select Wages & Income.
- Scroll down to Retirement Plans and Social Security.
- Select Start or Revisit next to IRA, 401(k), Pension Plan Withdrawals (1099-R).
- If you do see more than one 1099-R for Lacera, you can delete one by selecting the trash icon next to it.
Review the TurboTax articles Where do I enter my 1099-R? for more information.
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March 20, 2024
1:14 PM