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Returning Member
posted Dec 28, 2024 6:20:12 AM

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

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.

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2 Replies
Level 15
Dec 28, 2024 6:33:06 AM

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.

Level 15
Dec 28, 2024 8:25:19 AM

And..

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