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Retirement tax questions
If you took a Distribution from the TRS you will get a 1099R for it soon if you didn't already get it. The whole amount will be taxable and you will get credit for the tax withholding they took out.
Enter a 1099R under
Federal Taxes on left
Wages & Income
Then scroll way down to Retirement Plans and Social Security
Then IRA, 401(k), Pension Plan Withdrawals (1099-R) – Click Start
If you are adding another 1099R there might be a Add button at the bottom of the list.
If box 2a is zero or says unknown then leave it BLANK!
January 25, 2025
5:39 PM