Your retirement income is listed among the rest of the income. It depends on whether it is Social Security or a pension/IRA.
All
SSA-1099 forms get entered in the same place:
- Open (continue) your return
in TurboTax if it's not already open.
- In TurboTax, search for the
term "social security benefits" and then select the "Jump
to" link at the top of your search results.
- On the Social
Security Benefits
screen, answer Yes and select Continue.
- Check the first box, then
enter the amounts from your form(s) where indicated
To enter pension and
annuity Payments (1099-R)
• Click
on Federal Taxes (Personal using Home and Business)
• Click
on Wages and Income (Personal Income using Home and Business)
• Click
on I'll choose what I work on (if shown)
• Scroll
down to Retirement Plans and Social Security
• On IRA, 401(k), Pension Plan Withdrawals (1099-R),
click the start or update button
Home Expenses are entered in Deduction and Credits.
Here's how to enter
your mortgage interest statement:
-
Open your return.
(To do this, open the mobile app and click the orange Take me to
my return
button.)
- Tap the menu icon in the
upper left, select Federal Taxes, and then Deductions & Credits.
- Select Your Home, and tap Mortgage
Interest, Refinancing, and Insurance.
- Answer Yes to Did you pay
any home loans in 2017?
- Type in the name of your
mortgage lender.
- Follow the onscreen
instructions to enter the rest of the information on your 1098 form.
If you think your
1098 may not include amounts you paid for PMI, property taxes or other items at
the time of closing, contact your lender.
- If you need help reading your
closing statement, contact your real estate broker or loan broker, who
will be familiar with your particular situation.
