Retirement tax questions

You can enter California withholding from IRA distributions for both Vanguard and Fidelity on separate 1099-R forms in TurboTax. Here’s how to do it:

Steps to Enter Vanguard 1099-R in TurboTax

1. Sign into TurboTax
2. Select Income
3. Then click this link 1099-R.
4. Enter Vanguard Information:
   • Enter the gross distribution amount.
   • Enter the California withholding amount ($349).
   • Verify Box 16 (state distribution). If Box 16 is blank, use the amount from Box 1 (gross distribution).
5. On the next screen - "Your 1099-R Entries" screen, click + Add Another 1099-R.
6. Enter Fidelity Information:
   • Enter the gross distribution amount.
   • Enter the California withholding amount ($80).
   • Verify Box 16 (state distribution). If Box 16 is blank, use the amount from Box 1 (gross distribution.

TurboTax will complete the needed form for both 1099Rs and help you file your taxes.

Reach back out with additional details if something different was needed.