MargaretL
Expert Alumni

Retirement tax questions

You should have form 1099-R reporting the distribution, please report it as such in TurboTax:

  1. Federal Taxes
  2. Wages and Income
  3. Scroll down to Retirement Plans and Social Security
  4. Select IRA, 401(k), Pension Plans (1099-R) - you will be asked some additional questions about the distribution, please be sure to answer them. 

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