MargaretL
Expert Alumni

Retirement tax questions

You need to enter the form exactly as it appears in TurboTax. The program will put the amount on the correct line for you. As to the code, you must use the code that is listed on the form, box 7. 

  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)

View solution in original post