Retirement tax questions

You need your 1099R.   If the financial institution did not mail one to you then try going on their website to get it, or see if it can be imported.

 

 

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.

 

https://ttlc.intuit.com/turbotax-support/en-us/help-article/financial-institution/auto-import/L12wI9... 

 

 

NOT ON THE DROP DOWN LIST

If your bank or financial institution is not on the drop down list, click the words “I’ll type it in myself” and key in your information by hand.

 

 

See if your financial institution is on the Partner List - If not, you will have to enter the information manually.  

 

IMPORTING VARIOUS KINDS OF 1099’s

https://ttlc.intuit.com/turbotax-support/en-us/help-article/import-export-data-files/import-1099s/L2...

 

**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.**