Rachel_W
Expert Alumni

Retirement tax questions

Please follow these instructions to enter your Form 1099-R for retirement income:

  • Login to your TurboTax Account 
  • Click "Take Me To My Return"
  • Click "Federal" from the left side of your screen
  • Scroll down and click "Start or Edit/Add" next to "IRA, 401(k), Pension Plan Withdrawals (1099-R)
  • From here, TurboTax will walk you through entering your retirement income