Level 15

Retirement tax questions

@jkerner365 wrote:

I am using Turbo Tax for the first time. I am using the Deluxe version and I am trying to enter the annuity income I have received for 2019, using the info on the 1099 that was mailed to me.  I do not see where the "Show More" tab or option that you refer to in your answer is shown in the "Retirement Plans and Social Security section of Turbo Tax. Can you please help? Thank you.

To enter, edit or delete a form 1099-R -

Click on Federal Taxes (Personal using Home and Business)
Click on Wages and Income (Personal Income using Home and Business)
Click on I'll choose what I work on (if shown)
Scroll down to Retirement Plans and Social Security
On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button


Or enter 1099-r in the Search box located in the upper right of the program screen. Click on Jump to 1099-R