JamesG1
Expert Alumni

Retirement tax questions

Have you received an IRS form 1099-R for each of these pension distributions?

 

In TurboTax Online, report the 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.

In TurboTax Desktop, report IRS form 1099-R as follows:

 

  • Across the top of the screen, click on Federal Taxes.
  • At the top of the screen click on Wages & Income.
  • Select I'll choose what I work on.
  • At the screen How do you want to enter your income?, click I'll choose what I work on.
  • Click to the right of IRA, 401K, Pension Plan withdrawals.
  • At the screen Let Us Enter Your 1099-R, select I'll type it in myself.

 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"