NicolleR1
Employee Tax Expert

Retirement tax questions

If you have already filed your return, and it was accepted by the IRS, you will need to wait until it is fully processed and amend your return. If you have not finish your return see the instructions below: 

 

If you are using TurboTax Online 

  • From the Tax Home screen locate the Income section, Locate the section for Retirement Plans and Social Security.  Click add/edit next to IRA, 401(k), Pension Plan Withdrawals (1099-R)

If you are using TurboTax Desktop

  • From the main screen locate the Federal Taxes tab, then Wages and Income.
  • Locate the section for Retirement Plans and Social Security.  Click start/edit next to IRA, 401(k), Pension Plan Withdrawals (1099-R)

Where do I enter my 1099-R?

 

If you need to amend your return, wait until your return is processed in order to avoid additional delays and see the instructions below 

 

How do I amend my federal tax return for this year?