AnnetteB6
Expert Alumni

Retirement tax questions

If your retirement income is reported on Form 1099-R, then the taxes withheld should be shown on that form in box 4.  Entering the Form 1099-R will take care of entering the taxes withheld at the same.

 

Go to Wages and Income > Retirement Plans and Social Security > IRA, 401(k), Pension Plan Withdrawals (Form 1099-R) to get started.

 

While you are working in your return, you can also enter the search term '1099-R' in the box that opens when you click the magnifying glass at the top right corner of the screen.  This should give you a blue link that says 'Jump to 1099-R'.  Click the link to go directly to that section to enter your information.

 

@rsthumser 

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