Your retirement income from Form 1099-R and your Social Security Income from Form 1099-SSA are reported under the Wages and Income Section of TurboTax. Follow the steps below to enter:
- Open or continue your return
- In the Federal section, select Wages & Income
- Scroll to locate Retirement Plans and Social Security, and select Show more
- Select Start or Revisit next to IRA, 401(k), Pension Plan Withdrawals (1099-R)
- Once you enter your 1099-R, you can enter your Form 1099-SSA.
For more information, refer to the TurboTax Help article Where do I enter my 1099-R? and Where do I enter an SSA-1099? For specific instructions.
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