Retirement tax questions

Some banks and/or financial institutions are not partnered with TurboTax to allow importing data into tax software.   If yours is not on the list then choose the option that says "I'll type it in myself" and enter your 1099R by hand.

 

 

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.**