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lanymcd88
New Member

We withdrew my husbands retirement in may. I believe they took the taxes from it when they sent us the check. Where would I get the form to report it?

 
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MargaretL
Expert Alumni

We withdrew my husbands retirement in may. I believe they took the taxes from it when they sent us the check. Where would I get the form to report it?

You will be receiving form 1099-R reporting the retirement withdrawal. Please enter the form into TurboTax exactly as it appears and follow the interview questions.

  •  Type 1099-R in the search box, hit Enter
  •  Select Jump to 1099-R blue link, the program will take you directly to that data entry (see pics).

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1 Reply
MargaretL
Expert Alumni

We withdrew my husbands retirement in may. I believe they took the taxes from it when they sent us the check. Where would I get the form to report it?

You will be receiving form 1099-R reporting the retirement withdrawal. Please enter the form into TurboTax exactly as it appears and follow the interview questions.

  •  Type 1099-R in the search box, hit Enter
  •  Select Jump to 1099-R blue link, the program will take you directly to that data entry (see pics).
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