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New Member
posted Apr 15, 2024 2:07:43 PM

Where do I enter federal tax withheld?

Where do I enter the federal income tax withheld shown on my 1099-R?

0 3 1935
3 Replies
Expert Alumni
Apr 15, 2024 2:08:59 PM

In Box 4 when you enter the 1099-R   Where do I enter a 1099-R?

Level 15
Apr 15, 2024 2:09:43 PM

The federal taxes withheld on the Form 1099-R is in box 4 of the form.  The taxes are automatically entered on your Form 1040 Line 25b by the TurboTax program when the 1099-R is entered.

 

To enter, edit or delete a form 1099-R -

Click on Federal Taxes (Personal using Home and Business)
Click on Wages and Income (Personal Income using Home and Business)
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

 

Or enter 1099-r in the Search box located in the upper right of the program screen. Click on Jump to 1099-R

 

On the screen Did you get a 1099-R in 2023? Click on Yes

On the next screen click on Continue

On the screen Let's import your tax info Click on Change how I enter my form

On the screen How do you want to add your 1099‑R? Click on Type it in myself

On the screen Who gave you a 1099-R? select the type of 1099-R you received and Continue

Level 15
Apr 15, 2024 2:10:52 PM

When you enter your 1099R the federal tax withheld is in box 4.

 

 

 

To enter your retirement income, Go to  Federal> Wages and Income>Retirement Plans and Social Security>IRA  401 k) Pension Plan Withdrawals to enter your 1099R.