Open TurboTax

Why sign in to the Community?

  • Submit a question
  • Check your notifications
or and start working on your taxes
Announcements
Your taxes, your way. Get expert help or do it yourself. >> Get started
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

cancel
Showing results for 
Search instead for 
Did you mean: 
reginakblacklock
New Member

I have a retirement checks I get every month and I pay taxes on that sum. where do I get to claim the taxes

 
1 Best answer

Accepted Solutions
MargaretL
Employee Tax Expert

I have a retirement checks I get every month and I pay taxes on that sum. where do I get to claim the taxes

The taxes that you pay can be entered using the steps below. Please note, however, that you should have form 1099-R reporting your retirement and often the tax withheld is listed in box 4 of that form. If that is your case, all you have to do is enter the form 1099-R into TurboTax exactly as it appears.

To enter tax withheld not reported on forms:

  1. Federal Taxes
  2. Deductions & Credits
  3. Other Deductions and Credits
  4. Select Estimates and Other Taxes paid
  5. Select Other Income Taxes
  6. Select Withholding not already entered on a W-2 or 1099

If you pay estimated, quarterly taxes, here is data entry:

  1. Federal Taxes
  2. Deductions & Credits
  3. Scroll down to Estimates and Other taxes Paid
  4. Select Estimates 

View solution in original post

1 Reply
MargaretL
Employee Tax Expert

I have a retirement checks I get every month and I pay taxes on that sum. where do I get to claim the taxes

The taxes that you pay can be entered using the steps below. Please note, however, that you should have form 1099-R reporting your retirement and often the tax withheld is listed in box 4 of that form. If that is your case, all you have to do is enter the form 1099-R into TurboTax exactly as it appears.

To enter tax withheld not reported on forms:

  1. Federal Taxes
  2. Deductions & Credits
  3. Other Deductions and Credits
  4. Select Estimates and Other Taxes paid
  5. Select Other Income Taxes
  6. Select Withholding not already entered on a W-2 or 1099

If you pay estimated, quarterly taxes, here is data entry:

  1. Federal Taxes
  2. Deductions & Credits
  3. Scroll down to Estimates and Other taxes Paid
  4. Select Estimates 

About Community

Learn about taxes, budgeting, saving, borrowing, reducing debt, investing, and planning for retirement.

3.49m
Members

2.63m
Discussions

Manage cookies
v