Leonard
Intuit Alumni

Retirement tax questions

Your wife should have received a Form 1099-R for her pension income.

To enter this in TurboTax Self-employed on the Income & Expenses tab scroll down to the line Retirement Plans and Social Security then select show more, select IRA, 401(k), Pension Plan Withdrawals (1099-R) and click on start.

Follow the screen prompts to enter your wife's pension income.

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