Retirement tax questions

Everyone prepares an individual income tax return using Form 1040.  Or if you are 65 or older it will print on 1040SR, which is identical except it has bigger print.

 

A 1040 is the tax return form you prepare here to send to the IRS.   If you start entering data in this software you are preparing a Form 1040.   Please look at it so you will know what you are sending to the IRS:

 

PREVIEW 1040

 

https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/preview-turbotax-online-retur...

 

 

To enter your retirement income, Go to  Federal> Wages and Income>Retirement Plans and Social Security>IRA  401 k) Pension Plan Withdrawals to enter your 1099R.

 

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**