Where do you report 1099-R income?

Forum|Forum|1 year ago
March 5, 2025
2 replies
6 views

I tried adding in investment income and it wouldn't accept Nationwide. That is where I had my investments.

xmasbaby0

Level 15

A 1099R is for retirement income like a pension, distributions from an IRA or 401k, etc. Do you have a 1099R?

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.

Or do you have something else--you mentioned investments. Do you have a 1099B?

To enter a 1099B go to Federal>Wages & Income>Investment Income

**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.**

ThomasM125

Level 15

Pension income is reported on a Form 1099-R. You enter that as follows in TurboTax:

From the federal menu in TurboTax navigate to Wages and Income, find the Retirements and Investments and then IRA, 401(k), Pension Plan Withdrawals (1099-R) section. You will see a screen there where you can enter your Form 1099-R.

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