How do I enter my retirement benefits?

[jdhkal]

State retirement.

[ColeenD3]

Which type? If you received Social Security,follow these steps. If you received a 1099-E, follow the second set of instructions.

 Social Security Benefits reported to you on the pink Form SSA-1099 should be entered in TurboTax since they may or may not be taxable depending on your situation.

1. Open your tax return in TurboTax online.
   (To do this, sign in to TurboTax, see your Tax Timeline, and click ‘Take me to my return.’)
2. Using the Search feature in the upper right corner of the screen, enter SSA-1099 and perform the search. Then click on Jump to SSA-1099, which is the first item in the search results.
3. Select Yes, let's work on Social Security benefits and click Continue.
4. Check the first box, Form SSA-1099.
5. Enter the amounts for yourself and your jointly-filing spouse, if they received an SSA-1099 also.
   • SSA-1099s for children and other dependents are not reported on your return. They should report it on their own return, but only if they're required to file a return for some other reason (this is uncommon).
6. Click Continue. 

TurboTax will automatically calculate what portion, if any, of your Social Security benefits are taxable.

To enter pension and annuity Payments (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.

[Mary J Puetz]

I have my W*2 entered but I can't get any of my husband Pension Plans or Retirement entered?

[DaveF1006]

if using Turbo Tax online, to enter your 1099R retirement and pension income in Turbo Tax:

1. Go to federal>wages and income>all income
2. Retirement plans and Social Security>show more 
3. Ira (401K), pension plan Withdrawals(1099R) Start
4. Here you will enter your 1099R.  After you are done with one and reach a summary screen, there will be an opportunity to add more 1099R's.
5.