JamesG1
Expert Alumni

Retirement tax questions

In TurboTax Online, under Wages & Income, an IRS W-2 is entered under Job (W-2).

 

An IRS form 1099-R is entered under IRA, 401(k), Pension Plan Withdrawals (1099-R).

 

A SSA-1099 is entered under Social Security (SSA-1099-, RRB-1099).

 

@Anthonygriego1

[Edited 02/25/25 | 9:44 pm PST]

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