An income statement for retirement or pension usually comes on a 1099-R.
To enter this information in Turbo Tax:
- Please click on the
Federal Taxes tab, at the top.
- Then select, Wages
and Income
- You may see a
prompt for your 1099-R but if not, click on
-
Check for More
Income
and then Skip to See All Income
- Scroll down to
Retirement Plans and Social Security, by the Blue dollar sign icon
- Click on Show
more and Start for your 1099-R
If there is something that does not seem to fit the form, please post a new question with the field that is not clear.
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