Retirement tax questions

If you used the CD/download to prepare your tax return, you need to open the original return, then go to Other Tax Situations.   Scroll down on that screen to find Amend a Tax Return.

 

When you amend you will need to enter the 1099R for the retirement distribution.

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.

 

**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.**