AmyC
Expert Alumni

Retirement tax questions

There is a substitute 1099-R form but it requires you mail in your return and is also used as a substitute w2. Since pension income is taxed at the same rate as earned income, it can be reported as Other reportable income. Follow these steps to enter the income:

  1. go to the federal income section
  2. scroll to the bottom
  3. Miscellaneous Income, 1099-A, 1099-C, Start
  4. Scroll to the bottom
  5. Other reportable income, Start
  6. Other taxable income?
  7. Select YES
  8. Description  - whatever you want to say
  9. Amount, enter your amount of income
  10. Continue

Reference: form 4852

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