Fern
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Retirement tax questions

You need to report the income from the distribution. You should have received a 1099 R for this.

The 1099 R will be entered in the Retirement Plans and Social Security section.
• Select Federal Taxes
• Select Wages and Income
• Select Show More at Retirement Plans and Social Security
• Select IRA, 401(k), Pension Plan Withdrawals (1099-R)

You can also report the theft as a casualty loss.

Select Federal Taxes
Select Deductions and Credits
Select Show More at Other Deductions and Credits
Select Start or Update at Casualties and Thefts

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