Retirement tax questions

This is correct.  You should have received a 1099-R (for retirement) for both your IRA and and your corporate pension.  They are entered same area of TurboTax, but will be reported on different lines on your return:

  • Form 1040 Lines 15a and 15b for the IRA and Form 1040 Lines 16a and 16b for your Pension or  
  • if you file a 1040A, they will appear on Lines 11a and 11b for the IRA and Lines 12a and 12b for the Pension.

To enter a 1099-R, please follow these instructions:

  • Open (continue) your return in TurboTax.
  • In the TurboTax search box, type "1099-R" and press the Enter key, then choose the "Jump to 1099-R" link.
  • On the Your 1099-R screen, choose Yes next to "Did you have any of these types of income in 2017?" and select Continue.
  • Choose the radio button next to "I'll type it in myself" and select Continue
  • Follow the prompts to enter your 1099-R form and finish the interview.

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