turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Attend our Ask the Experts event about Extension Filers on Sept 25! >> RSVP NOW!
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

Where do I enter monthly pension plan payments?

What section of Turbo tax?
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

2 Replies

Where do I enter monthly pension plan payments?

Pension plan payments you received during the year are reported by the pension plan administrator to you on a Form 1099-R.

 

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

rjs
Level 15
Level 15

Where do I enter monthly pension plan payments?

Form 1099-R shows the total amount that you received during the year. It does not show the monthly amounts.


If you don't have the 1099-R, contact the plan administrator and ask for it. You need the 1099-R in order to enter your pension income. You cannot just enter the amount that you received.

 

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
Manage cookies