KrisD
Intuit Alumni

Retirement tax questions

After you retire, your income will reported on a 1099-R. 

You can enter this form by typing   1099r   into the search box 

Then click the "Jump to 1099r" link

Or 

Click Federal, Wages & Income 

Scroll down to Retirement Plans and Social Security

If this is your first year receiving a 1099-R, take care in reporting it properly. Different types of plans are taxed differently. 

Next year, the program will remember what you reported this year and it will be easier to enter. 

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