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Level 1
Jun 5, 2019 12:12 AM UTC
Solved

Pension plans missing in 2016 return prep

My husband has income from Western Washington Laborers-Employers Pension Trust and Pension income from Defense Finance and Accounting Service I didn't see a place to declare those.
MichaelL1
MichaelL1Answer
Level 15
Jun 5, 2019 12:12 AM UTC

These if retired should both be on a 1099R's.  

 To enter pension and annuity Payments (1099-R)

  • Click on Federal Taxes 
  • Click on Wages and Income
  • 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

1 reply

MichaelL1
MichaelL1Answer
Level 15
Jun 5, 2019 12:12 AM UTC

These if retired should both be on a 1099R's.  

 To enter pension and annuity Payments (1099-R)

  • Click on Federal Taxes 
  • Click on Wages and Income
  • 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