TeresaM
Expert Alumni

Retirement tax questions

The 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


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