Open TurboTax

Why sign in to the Community?

  • Submit a question
  • Check your notifications
or and start working on your taxes
Announcements
Still need to file? Our experts can get your taxes done right. 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: 
pez3320
New Member

I retired in september 2020. so where do i input my pension income with my other income from my job before i retired

where do I post me retirement income i received from September to December?
3 Replies
MinhT1
Expert Alumni

I retired in september 2020. so where do i input my pension income with my other income from my job before i retired

Your retirement income is taxable and has to be entered on your tax return.

 

You should have received a form 1099-R showing your retirement income.

 

You can enter your form 1099-R by following these steps:

  1. In TurboTax, open your tax return
  2. Click on Federal in the left-hand column, then on Wages & Income on top of the screen
  3. Scroll down to All Income, locate the section Retirement Plans and Social Security and click on Show more
  4. Click Start next to IRAs, 401(k), Pension Plan Withdrawals (1099-R).

 

 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
SarahB4
New Member

I retired in september 2020. so where do i input my pension income with my other income from my job before i retired

Where do I enter my pension  income on TurboTax?

DoninGA
Level 15

I retired in september 2020. so where do i input my pension income with my other income from my job before i retired


@SarahB4 wrote:

Where do I enter my pension  income on TurboTax?


To enter, edit or delete 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 box located in the upper right of the program screen. Click on Jump to 1099-R

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
message box icon

Ready to start your taxes?

Hand off your taxes, get expert help, or do it yourself.

See Pricing
Manage cookies
v
ABCDEFGHIJKLMNOPQRSTUVWXYZabcdefghijklmnopqrstuvwxyz0123456789-_~