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sharyr3
New Member

Where do I need to report the withheld taxes amount I paid in 2019, when I received part of my retirement money?

 
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2 Replies
MinhT1
Employee Tax Expert

Where do I need to report the withheld taxes amount I paid in 2019, when I received part of my retirement money?

The tax withheld on your retirement money is reported on your form 1099-R in box 4 (Federal tax), box 12 (State tax) and box 15 (Local tax if applicable).

 

When you enter your form 1099-R in TurboTax, make sure that you enter all boxes in the TurboTax entry form, just as they appear on form 1099-R. TurboTax will then take into account the tax withheld for you in your tax return.

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Where do I need to report the withheld taxes amount I paid in 2019, when I received part of my retirement money?

Did you enter the 1099R yet?

 

You can just type 1099R into the search box at the top of your return, then find and it will give you a Jump To link to go right to it.


OR Enter a 1099R under
Federal on left
Wages & Income at top
Then scroll way down to Retirement Plans and Social Security,
Then IRA, 401(k), Pension Plans (1099R) - click Start or Update


If you get the screen of partners you can import from click the bottom circle for I'll type it in myself - Continue
The next screen should be What Type of 1099R is this? With 4 choices. Pick the right kind you have.
And on the same screen you pick which person it is for if you are married.

 

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