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Retirement tax questions
You should not change any amounts that were reported on your Form 1099-R from Charles Schwab. Enter it as you received it. Go to Wages and Income > Retirement Plans and Social Security > IRA, 401(k), Pension Plan Withdrawals (1099-R) and click Start to enter your information.
However, if you made an estimated payment to help cover the amount that was automatically withheld and shown on your Form 1099-R, then you can enter that information in another section of your return. The following TurboTax help article will give you guidance to do this:
Where do I enter my estimated tax payments?
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March 1, 2026
8:50 AM