Full year retirment but used some IRA money which turbotax is best to use

Leeny · ‎December 28, 2024

My husband retired then end of 2023. We used some IRA's, he has a pension and receives social security. How do I know when turbotax to use for 2024.

DoninGA · ‎December 28, 2024

Any of the TurboTax editions, online or desktop, can be used to report a distribution from an IRA. You will receive a Form 1099-R for the IRA distribution made in 2024 sometime in January 2025. The Form 1099-R is reported on your 2024 tax return.

xmasbaby0 · ‎December 28, 2024

And..

Go to Federal> Wages & Income>>Retirement Plans and Social Security (SSA1099 and 1099RRB) to enter your SSA1099.

**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.**

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Full year retirment but used some IRA money which turbotax is best to use