Pension income reported on Form 1099-R is reported under the Income & Expenses section of TurboTax. Follow the directions below to enter your pension income.
- Log in and click take me to my return (unless already in).
- Click the Federal tab on the left side of the screen.
- On the next screen, scroll down to see all income.
- Click Show More beside Retirement Plans and Social Security.
- Click Start beside IRA, 401(k), Pension Plan Withdrawals (1099-R).
- Enter the information from form 1099-R
You can also enter your pension income by following the directions below.
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