Retirement tax questions

If you received retirement benefits from a pension plan etc. or took money from a retirement account like a 401k or IRA, you will receive a 1099R and it must be entered on your tax return.   They have until January 31 to issue them.   Often you can go on the plan's website to see them and/or print them out if you want to.

 

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.**