Pension plans missing in 2016 return prep

Forum|Forum|7 years ago
June 5, 2019
1 reply
2 views

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.

TurboTax Free Edition Online

Best answer by MichaelL1

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

MichaelL1Answer

Level 15

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