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I received pension annuity payments in 2024 and had federal income tax withheld. Where in Turbo Tax do I enter the amount of the withheld taxes?

 
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2 Replies

I received pension annuity payments in 2024 and had federal income tax withheld. Where in Turbo Tax do I enter the amount of the withheld taxes?

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.**
dmertz
Level 15

I received pension annuity payments in 2024 and had federal income tax withheld. Where in Turbo Tax do I enter the amount of the withheld taxes?

TurboTax then takes the amount from box 4 of the Form 1099-R and automatically includes this amount on Form 1040 line 25b.

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