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Level 2
February 2, 2020
Question

retirement income on a w2

  • February 2, 2020
  • 1 reply
  • 21 views
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1 reply

DoninGA
Level 15
Level 15
February 2, 2020

Retirement income is NOT entered on a W-2.  It is entered on Form 1099-R.

 

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