Retirement tax questions

You must enter a 1099R for the money you took from a retirement account.   If they have not sent one to you, you can probably get it from the account website or you might be able to import it into the software.

 

 

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.**