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New Member
posted Apr 12, 2025 8:46:38 PM

i took monthly withdrawals from IRA, Also took large lump sum to purchase home for myself. Where is page in my tax document addressing this?

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1 Replies
Level 15
Apr 12, 2025 8:51:28 PM

You will get a 1099R for IRA distributions.

 

Enter a 1099R under
Federal Taxes
Wages & Income
Then scroll way down to Retirement Plans and Social Security
Then IRA, 401(k), Pension Plan Withdrawals (1099-R) – Click Start