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I am a retired military member. I have a 1099-R to report and can't find a way to report it in the retired section of the Turbo Tax-help please

I have a 1099-R showing my military retirement amounts for 2017.  When I get to the retirement section of Turbo Tax I can't find an input for my retirement data.-Help

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Level 15

I am a retired military member. I have a 1099-R to report and can't find a way to report it in the retired section of the Turbo Tax-help please

To enter 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/Find box located in the upper right of the program screen.  Click on Jump to 1099-R

View solution in original post

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Level 15

I am a retired military member. I have a 1099-R to report and can't find a way to report it in the retired section of the Turbo Tax-help please

To enter 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/Find box located in the upper right of the program screen.  Click on Jump to 1099-R

View solution in original post