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How do I report Roth IRA withdrawal on my tax form for 2025? We also paid both FED & STATE taxes.

it is form 1099-R
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2 Replies

How do I report Roth IRA withdrawal on my tax form for 2025? We also paid both FED & STATE taxes.

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


Online editions -

 

On the screen Did you get a 1099-R in 2025? Click on Yes
On the screen Let's import your tax info Click on Change how I enter my form
On the screen How would you like to upload 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

JohnB5677
Expert Alumni

How do I report Roth IRA withdrawal on my tax form for 2025? We also paid both FED & STATE taxes.

Provided you haven't filed yet, you can go back into the return and delete the record.

 

I will focus Online.

  1. Start at Wages & Income 
  2. Scroll to IRA, 401(k), Pension Plan Withdrawals (1099-R) [Add/Edit]
  3. Select the Roth posting
  4. Use the pencil on the right to Edit your postings

On Desktop 

  1. Under Federal
  2. Wages& Income
  3. [I'll choose what I work on]
  4. Scroll to Retirement plans and Social Security
  5. Select IRA, 401-K ... [Update]
  6. Click the pencil to Edit a record
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