Vanessa A
Employee Tax Expert

Retirement tax questions

If you are receiving annuity income, this would be reported in the retirement income section.  You should have received a 1099-R for this income. 

 

You can do this by selecting the following:

  1. Federal
  2. Income
  3. I'll Choose what I work on
  4. Retirement Plans and Social Security
  5. Start next to IRA, 401 (k), Pension Plan Withdrawals (1099-R) 
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