Retirement tax questions

Go to the plan's web site to see if they show a 1099R for 2024 for the money you took out.   If they sent the money in 2024 you will enter it on your 2024 return.

 

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.**