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Level 15
xmasbaby0Level 15
Level 15
February 2, 2024

You should get a 1099R soon.  Or you might have to go on the plan's web site to get it.  You need to enter the 1099R.

 

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.**
DoninGA
Level 15
DoninGALevel 15
Level 15
February 2, 2024

You will have to contact the plan administrator to get the Form 1099-R.  They must provide the form to you for tax year 2023 if you made a withdrawal from the plan.

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