Retirement tax questions

What do you mean by "didn't have the option to upload them?"     

 

Do you mean you just did not enter that income?  Did you e-file?  

 

Enter a W-2 in Federal>Wages & Income.   You might be able to import it or you might need to key it in by hand.

 

 Some employers have payroll sites that will have your W-2. You might need to phone, drop in, email and/or snail mail an old employer to make sure they know where to send your W-2.

 

https://ttlc.intuit.com/questions/2561916-how-can-i-get-a-copy-of-my-w-2

 

https://ttlc.intuit.com/questions/1934390-how-do-i-import-my-W-2

https://ttlc.intuit.com/questions/2588751-why-can-t-i-import-my-w-2

 

 

 

Enter a SSA1099 by hand----it cannot be imported.

 Go to Federal> Wages & Income>>Retirement Plans and Social Security  (SSA1099 and 1099RRB) to enter your SSA1099.

 

 

To enter a 1099R  : 

To enter your retirement income, Go to  Federal> Wages and Income>Retirement Plans and Social Security>IRA  401 k) Pension Plan Withdrawals to enter your 1099R.

 

You might be able to import it if your financial institution is partnered with TT to allow importing data.   If yours is not on the drop down list then click the words "I'lll type it in myself" and key it in by hand.    If you do not have a copy you can get it from the plan or the plan's web site.

 

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**