LeticiaF1
Expert Alumni

Retirement tax questions

You should go back and review the entries for your 1099-R.  Go back to your form by following the steps below:

 

  1. Open or continue your return.
  2. In the Federal section, select Wages & Income.
  3. Scroll to locate Retirement Plans and Social Security.
  4. 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.

 

When you get to the form, the program will ask for the withholding amounts.  If you continue having issues, feel free to contact us again.