SharonD007
Employee Tax Expert

Retirement tax questions

You will enter both of those amounts when you enter your 1099-R.  TurboTax will ask you to enter the amounts that you are referring to in boxes 1 and 2 of your 1099-R. 

 

To enter your retirement income, follow the steps below:

 

  1. Launch TurboTax.
  2. In the Federal section, select Wages & Income.
  3. Scroll down to Retirement Plans and Social Security.
  4. Select Start or Revisit next to IRA, 401(k), Pension Plan Withdrawals (1099-R).
  5. TurboTax will guide you through the interview screens to enter your 1099-R

 

Review the TurboTax articles Where do I enter my 1099-R? for more information.

 

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