Vanessa A
Expert Alumni

Retirement tax questions

Did you enter your 1099-R and 1099-SSA?  Is the distribution question in the federal section? If you are not sure if this is a pension, 401K distribution or 403b plan, you would need to contact your plan administrator to get that information. 

 

With all the different types of questions you have, you may want to consider using TurboTax Live Assist.  They can pop on your screen and see what you are seeing.  This can be a great help if you have multiple questions as it allows for answers right away instead of in a thread.  You can show them where you are in your return and then they can respond with an answer that is more direct and can help you untangle everything that is going on. 

 

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