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Retirement tax questions
What is the nature of the teacher retirement that you are reporting?
Did you receive an IRS form 1099-R that reported a pension distribution? Or something else?
Do you expect your teacher retirement to not be taxed by the IRS? Or not taxed by a state? Or both? Which state? Please clarify.
In TurboTax Online, report an IRS form 1099-R as follows:
- Down the left side of the screen, click on Federal.
- Down the left side of the screen, click on Wages & income.
- Click the down arrow to the right of Retirement Plans Social Security.
- Click to the right of IRA 401K Pension Plan Withdrawals.
- Select Add another 1099-R.
- At the screen Let's import your tax info, select Change how I enter the form.
- At the screen How would you like to upload your 1099-R, select Type it in myself.
- At the screen Who gave you a 1099-R, select the correct distribution. Select Continue.
- Continue through the entry screens.
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‎April 2, 2025
7:03 AM