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Retirement tax questions
Yes you should file a tax return. Even if your income is low and not taxable you can file to get back any withholding taken out.
Enter a 1099R under
Federal Taxes
Wages & Income
Then scroll way down to Retirement Plans and Social Security
Then IRA, 401(k), Pension Plan Withdrawals (1099-R) – Click Start
For state boxes, for box 16 State Distribution put the same amount that’s in box 1. If box 14 is blank you can leave boxes 14,15 & 16 blank.
January 25, 2025
10:38 AM