ThomasM125
Expert Alumni

Retirement tax questions

Your 401-K contribution is listed on your W-2 form so if you are concerned about the money you contributed to your 401-K, you simply need to enter your W-2 form in TurboTax.

 

If you mean you took pension distributions from your 401-K plan, that would be reported on your form 1099-R that you receive from the pension plan company. You would enter that in TurboTax as follows:

 

1. Go to the "Federal" section of TurboTax and click on "Income and Expenses"

2. Find "Retirement Plans and Social Security" and click on "IRA, 401(k), Pension Plans (1099-R)" and click on "Start"

3. Follow the instructions to enter your form 1099-R information

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