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Retirement tax questions
Enter your retirement income that's on a 1099-R and/or Social Security income under the Wages and Income section of TurboTax.
To enter your retirement income, 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).
Review the TurboTax articles Where do I enter my 1099-R?
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‎April 15, 2024
7:25 PM