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redliberty2002
New Member

MY HUSBAND RETIRED LAST DECEMBER 31ST 2015 HOW DO I ENTER HIS MONTHLY PENSION

WILL HE GET A W-2  OR SOMETHING ELSE WERE DO  I ENTER IT IN TURBO TAX
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Lisa995
Level 12

MY HUSBAND RETIRED LAST DECEMBER 31ST 2015 HOW DO I ENTER HIS MONTHLY PENSION

HE should receive a 1099R, you will enter that into the software, similar to a W2.  You should have it before Jan 31st.

♪♫•*¨*•.¸¸♥Lisa♥ ¸¸.•*¨*•♫♪

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2 Replies
Lisa995
Level 12

MY HUSBAND RETIRED LAST DECEMBER 31ST 2015 HOW DO I ENTER HIS MONTHLY PENSION

HE should receive a 1099R, you will enter that into the software, similar to a W2.  You should have it before Jan 31st.

♪♫•*¨*•.¸¸♥Lisa♥ ¸¸.•*¨*•♫♪
re2boys
Level 9

MY HUSBAND RETIRED LAST DECEMBER 31ST 2015 HOW DO I ENTER HIS MONTHLY PENSION

Make sure that you enter the 1099R under Retirement Income, not under wages.
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