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How do I enter my pension plan amounts,it won't let me enter

 
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How do I enter my pension plan amounts,it won't let me enter

If you contributed to an employer provided 401(k) retirement plan at work your contributions are entered on your W-2 in box 12 with a code of D.  Those contributions are not entered anywhere else on a tax return.

 

Or if you are trying to enter a Form 1099-R for pension income received -

To enter, edit or delete a form 1099-R -

Click on Federal Taxes (Personal using Home and Business)
Click on Wages and Income (Personal Income using Home and Business)
Click on I'll choose what I work on (if shown)
Scroll down to Retirement Plans and Social Security
On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button

 

Or enter 1099-r in the Search box located in the upper right of the program screen. Click on Jump to 1099-R

 

On the screen Did you get a 1099-R in 2023? Click on Yes

On the next screen click on Continue

On the screen Let's import your tax info Click on Change how I enter my form

On the screen How do you want to add your 1099‑R? Click on Type it in myself

On the screen Who gave you a 1099-R? select the type of 1099-R you received and Continue

MarilynG1
Employee Tax Expert

How do I enter my pension plan amounts,it won't let me enter

If you took a Distribution from a Pension Plan, you would receive a Form 1099-R to report this income in TurboTax.

 

You can type '1099-R' in the Search area, then 'Jump to 1099-R' to enter your into.

 

If you have a different issue with your pension plan, please clarify and we'll try to help.

 

Here's more info on How to Enter 1099-R

 

 

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