I have two (2) Pensions. Where do I list them??

Forum|Forum|5 years ago
February 2, 2021
5 replies
40 views

UFCW International Union And
A Pension from Securian life insurance company

TurboTax Free Edition Online

ColeenD3

Level 15

Enter them all individually.

First, make sure they are not extra copies of the same 1099-R (Distribution). If you have more than one of the SAME 1099-R reflecting the SAME distribution, you will need to only enter one. Just use the steps below (except for the last step).

If you have multiple 1099-R's for Multiple distributions than just follow the steps below.

Go to Federal Taxes located on the left side menu.
Click on Wages and Income.
Click on Explore on My Own.
Scroll down to Retirement Plans and Social Security.
On IRA, 401(k), Pension Plan Withdrawals (1099-R), click on the start or update button.
Once you have entered the first one and come to the 1099-R summary screen you can choose add another 1099-R.

larry1nanAuthor

Level 2

Where I was not directed to add these??

VolvoGirl

Level 15

They should show up on 1040 line 5a and 5b. Did you find where to enter them yet? Enter them one at a time.

The easiest way to get to the 1099-R entry screen is to simply search for 1099-R (upper- or lower-case, with or without the dash) in your TurboTax program and then click the "Jump to" link in the search results.

Enter a 1099R under

Federal Taxes on the left side

Wages & Income at the top

Then scroll way down to Retirement Plans and Social Security,

Then IRA, 401(k), Pension Plans (1099R) - click Start or Revisit

If you are filing a Joint return be sure to pick which person it is for.

Or have you already filed without them?