Vanessa A
Expert Alumni

Retirement tax questions

Yes.  These can be taxable income.  Social security is only taxable up to 85% depending on your other income.  

 

To enter the social security select the following:
• Click Federal
• Wages & Income
• See all income
• Scroll down to retirement click show more
• Click start next to SSA-1099
• Answer the questions and enter your SSA-1099

If you received a 1099-R for the TRSL enter it as follows:


• Federal
• wages and income 
• See full list
• Show More next to Retirement Plans and Social Security

 Start next to IRA, 401k, Pension Plan Withdrawals (1099-R)

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