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New Member
posted May 31, 2019 6:36:37 PM

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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1 Best answer
Alumni
May 31, 2019 6:36:40 PM

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

2 Replies
Alumni
May 31, 2019 6:36:40 PM

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

Level 9
May 31, 2019 6:36:41 PM

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