Retirement tax questions

Contact the plan to ask them how to get your 1099R.   Usually they have a website that you can go to and download it.    Or you *might* be able to import it into your tax software.    You must enter your 1099R.

 

 

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.**