turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

barb37
New Member

How do I attach my form 1099-R showing federal tax withholding to my return?

When I filed my 2022 tax return I did so without including a copy of the 1099-R and ended up having to send it to the IRS in response to a query from the IRS.  I don't see how to include the 1099-R with my 2023 return.
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

2 Replies

How do I attach my form 1099-R showing federal tax withholding to my return?

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.

**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.**

How do I attach my form 1099-R showing federal tax withholding to my return?

If you are e-Filing, the 1099-R will not be attached.

If you are paper filing, attach documents that show federal tax withheld

 

@barb37 

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question