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New Member
posted May 31, 2019 7:53:00 PM

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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1 Best answer
Expert Alumni
May 31, 2019 7:53:02 PM

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).

1 Replies
Expert Alumni
May 31, 2019 7:53:02 PM

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).