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AugieBex
New Member

Where do I enter my wife’s CALIFORNIA state teachers’s retirement benefits? The form we received is with that information is 1099-R.

 
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3 Replies

Where do I enter my wife’s CALIFORNIA state teachers’s retirement benefits? The form we received is with that information is 1099-R.

It's just as fast and easier to manually enter your W2 or 1099. Don't type the bank name or try to import it.
At the bottom pick - Change How I enter my Form

Then on the next screen pick - I'll Type it in Myself

 

Enter a 1099R under
Federal Taxes on left
Wages & Income at the top

Then scroll way down to Retirement Plans and Social Security
Then IRA, 401(k), Pension Plans (1099R) – Click Start

If you are filing a Joint return be sure to pick which person it is for.

AugieBex
New Member

Where do I enter my wife’s CALIFORNIA state teachers’s retirement benefits? The form we received is with that information is 1099-R.

It sounds like you are suggesting that I enter my wife’s retirement income as regular income.  Where do I do this?  

Where do I enter my wife’s CALIFORNIA state teachers’s retirement benefits? The form we received is with that information is 1099-R.

Yes it is income.  Enter it where I said.  Click on Federal in the left side.   I can try to make you some screen shots.   And then it shows up on your 1040 tax return on line 5.  

 

 

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