It asks for a category for my retirement plan. I do not know what to select
You'll need to sign in or create an account to connect with an expert.
What choices does it give you? Did you get a 1099R? Are you entering it in the right place?
Enter a 1099R under
Federal Taxes on left
Wages & Income
Then scroll way down to Retirement Plans and Social Security
Then IRA, 401(k), Pension Plan Withdrawals (1099-R) – Click Start
If you are adding another 1099R there might be a Add button at the bottom of the list.
I'm just entering the stuff off of my w2
A retirement plan like a 401k contributions would be in box 12 on your W2. Do you have anything in any of the box 12 lines? Code D is for 401k contributions. Or is it asking you if box 13 is checked? There are 3 little boxes in box 13. Other than box 12 & 13 I don't know what it's asking your for. What else is on the screen?
How about...Is it for a box 14 category?
Some state Public Employee plan contributions are in box 14
IF so, what does it say on your W-2 for box 14...and what state is involved?
Still have questions?
Questions are answered within a few hours on average.
Post a Question*Must create login to post
Ask questions and learn more about your taxes and finances.
tatiannassteele
New Member
jackkgan
Level 4
b347792
New Member
slickfix
Level 1
mlivengood
New Member