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Where do I enter the amount of my systematic withdrawal from my annuity account?

 
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1 Reply
JamesG1
Expert Alumni

Where do I enter the amount of my systematic withdrawal from my annuity account?

Have you received an IRS form 1099-R that reports the income?  When you receive the form follow these steps.

 

  • Down the left side of the screen, click on Federal.
  • At the screen Your income and expenses, scroll down to Retirement Plans and Social Security.
  • Click Show More to the right.
  • Click Start / Revisit  to the right of IRA, 401(K), Pension plan withdrawals (1099-R).
  • At the screen Did you receive a 1099-R forms?, click Yes.
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