Retirement tax questions
In your personal tax return, go to Wages & Income > I'll choose what I work on.
Then on the page listing income topics, scroll down to Retirement Plans and Social Security > IRA, 401K, Pension Plan Withdrawals (1099-R). Choose Start/Update.
On the next screen, choose I'll type it myself and Continue.
On the next page, select CSF-1099-R. and enter Payer Info on the next page, Continue.
The next page will have entry boxes for Gross Distribution and Federal Tax Withheld. Enter exactly as shown on your form.
