An income statement for retirement or pension usually comes on a 1099-R.
To enter this information in Turbo Tax:
- Please click on the
Federal Taxes tab, at the top.
- Then select, Wages
and Income
- You may see a
prompt for your 1099-R but if not, click on
-
Check for More
Income
and then Skip to See All Income
- Scroll down to
Retirement Plans and Social Security, by the Blue dollar sign icon
- Click on Show
more and Start for your 1099-R
If there is something that does not seem to fit the form, please post a new question with the field that is not clear.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
