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Level 15
March 19, 2021

To enter your retirement income, Go to  Federal> Wages and Income>Retirement Plans and Social Security>IRA  401 k) Pension Plan Withdrawals to enter your 1099R.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
SteamTrain
Level 15
March 19, 2021

IF you didn't get a W-2, then delete any W-2 forms you started, nd continue thru the interview.

 

IF you display the whole menu for the Wages&Income page, there is a specific Retirement section you can scroll down to to select the 1099-R form type to make your retirement income / 1099-R entry.

 

If you are new to TTX, spend some time with it learning to navigate....don't submit your file until you have ALL your Income, Deductions&Credits entered.....and if you are using one, never use a phone to prepare and file taxes as it is too easy to miss things on a narrow/limited screen device...use  a wide-screen tablet or full computer.

 

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*