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ihrlgd6q
New Member

I retired in March 2018. I receive a small monthly pension. I have not received a form for Taxes ( Yet ). Will I receive a form for this, what form ?, Thanks

 
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Coleen3
Intuit Alumni

I retired in March 2018. I receive a small monthly pension. I have not received a form for Taxes ( Yet ). Will I receive a form for this, what form ?, Thanks

Yes, you will receive a Form 1099-R reporting your retirement income for 2018.

To enter pension and annuity Payments (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


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Coleen3
Intuit Alumni

I retired in March 2018. I receive a small monthly pension. I have not received a form for Taxes ( Yet ). Will I receive a form for this, what form ?, Thanks

Yes, you will receive a Form 1099-R reporting your retirement income for 2018.

To enter pension and annuity Payments (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


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