SharonD007
Employee Tax Expert

Retirement tax questions

Yes, if you received a Form 1099-R with a distribution code of 4 in box 7, you will enter it on your tax return.

 

Follow the steps below to enter Form 1099-R.

  1. Select Federal
  2. Select Wages & Income
  3. Scroll down to Retirement Plans and Social Security
  4. Select Start by IRA, 401(k), Pension Plan Withdrawals (1099-R)
  5. Add your 1099-R.

Refer to the TurboTax Help article  Where do I enter my 1099-R? for more details.

 

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