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I took my full retirement and withheld the taxes due

Form 1099-R. $101.14 withheld
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2 Replies
MindyB
Expert Alumni

I took my full retirement and withheld the taxes due

You'll still need to report the income from the 1099-R.  The $101.14 will reduce the taxes owed, similar to the withholding on a W-2.

 

To report the 1099-R, navigate to Federal > Income > Wages & Income Summary > IRA, 401(k), Pension Plan Withdrawals (1099-R) Add/Edit

 

 

I took my full retirement and withheld the taxes due

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


Online editions -

 

On the screen Did you get a 1099-R in 2025? Click on Yes
On the screen Let's import your tax info Click on Change how I enter my form
On the screen How would you like to upload your 1099-R? Click on Type it in myself
On the screen Who gave you a 1099-R? select the type of 1099-R you received and Continue

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