JamesG1
Employee Tax Expert

Retirement tax questions

You will enter it as an IRS form 1099-R.  In TurboTax Online, follow these steps: 

 

  • Down the left side of the screen, click Federal.
  • Down the left side of the screen, click Wages & Income.
  • Click on the down arrow to the right of Retirement Plans and Social Security.
  • Click to the right of IRA 401(k) Pension Plan Withdrawal (1099-R).
  • At the screen Who is this form from?, select  Office of Personnel Management (CSA 1099-R).

Select Yes at the screen Were you under your minimum retirement age.

 

The income is reported on line 1h of the IRS form 1040.

 

@user17734332772 

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