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New Member
posted Mar 13, 2024 3:36:47 PM

Does anyone know the URL for Matrix Trust Cpmpany for my 1099-R?

How do I claim my cashed in tax sheltered annuity?

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1 Replies
Expert Alumni
Mar 13, 2024 5:40:41 PM

The distribution would be reported on a Form 1099-R. Here is how you enter it in TurboTax:

 

  1. Find the Retirement Plans and Social Security menu option in the Wages and Income section
  2. Start or Update IRA, 401(k), Pension Plan Withdrawals (1099-R)
  3. Choose whether you want to import or enter your Form 1099-R manually

Work through that section to enter your Form 1099-R.