Retirement tax questions

First look at  "dmertz's" comment below,  then "contact them to get a 1099R to reflect the taxes withheld."

Only then if that failed (to get the 1099R) follow steps below. 

To get credit for the Taxes withheld go to 

Personal Tab (not Personal Information)

Deductions and Credits

I'll chose what I work on.

Estimates and other taxed paid

Other Income taxes

to bottom: other Income taxes Paid in 2016

Withholding not already entered on a W-2 or 1099 and click enter.

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Any income from the transaction that needs to be shown can be entered as follows: 

I show you as using the CD/download version of TurboTax.

Go to Forms in upper Right corner in the blue area.

In the Left side of the screen open the Form 1040

Go to Line 21 Other Income

right click and it will open "Other Income Statement Worksheet"

type in MASS Mutual to the left and dollar amount of income in the right side in line 18, then go back and look at the Form 1040 and it will be there. 


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