You only report information on retirement accounts for distributions reported on 1099-R. To enter this in TurboTax, follow these instructions. Sign in to your TurboTax Online account, and click on ''Take me to my return.''
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Click on Federal Taxes (use top left corner menu on the mobile app)
- Click on Wages and Income
- Retirement Plans and Social Security
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IRA, 401(k), Pension Plan Withdrawals (1099-R) - Start
Enter your details exactly as they appear on your form.
