How to handle withdrawal from IRA, tax wise?

philnjoann · ‎January 28, 2026

Where is this addressed in tax return?

MinhT1 · ‎January 28, 2026

If you withdraw from your IRA, you'll get at tax time a form 1099-R which has to be entered on your tax return.

You can enter your form 1099-R by following the instructions in this TurboTax Help article.

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xmasbaby0 · ‎January 28, 2026

You will get a 1099R for the money you took out of an IRA. This must be entered on your tax return. They might mail it to you or you might have to get it from the website or import it to the software.

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.**