Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
New Member
posted Jan 25, 2024 6:47:40 PM

Where do I enter the federal income tax withheld from my pension as shown on form 1099 R?

Help please.  I don't know where to enter the federal income tax withheld as shown on my form 1099R

0 4 1457
4 Replies
Level 15
Jan 25, 2024 6:51:02 PM

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

Level 15
Jan 25, 2024 6:51:05 PM

Are you on the right screen to enter a 1099R?

 

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.

Expert Alumni
Jan 25, 2024 6:53:59 PM

In the 1099-R interview, where you entered the amount of the pension on line 1, you enter the amount of the federal tax withheld on line 4.

 

If you don't know where to enter your 1099-R, see the instructions above, but if you were able to start the entry for your 1099-R, then the withheld tax goes in line 4.

Level 15
Jan 25, 2024 6:59:36 PM

Here is a screen shot from the 2023 Online version