MinhT1
Expert Alumni

Retirement tax questions

The tax withheld on your retirement money is reported on your form 1099-R in box 4 (Federal tax), box 12 (State tax) and box 15 (Local tax if applicable).

 

When you enter your form 1099-R in TurboTax, make sure that you enter all boxes in the TurboTax entry form, just as they appear on form 1099-R. TurboTax will then take into account the tax withheld for you in your tax return.

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