AnnetteB6
Employee Tax Expert

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?

@greg-font 

 

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