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New Member
posted Apr 9, 2020 7:30:35 AM

Where do I report my GE pension?

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2 Replies
Level 15
Apr 9, 2020 7:43:06 AM

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
Apr 9, 2020 7:46:32 AM

You should have received a form 1099-R reporting the amount of your GE pension received.

 

To enter the 1099-R please follow these steps:

  1. Click on Federal > Wages & Income.
  2. Scroll down to the Retirement Plans and Social Security section and click on the Start/Revisit box next to IRA, 4701(k), Pension Plan Withdrawals (1099-R). 
  3. If you've already entered one (or more) 1099-Rs, you will see a screen Your1099-R Entries.  
  4. Now you can click on the link Add Another 1099-R
  5. If you haven't already entered a 1099-R, you will see the screen, Your1099-R. Click Yes and then Continue.
  6. Click the I'll type it in myself box 
  7. On the screen, Tell Us Which 1099-R You Have.  Make sure you select the correct form and then click Continue.

When you are finished entering the 1099-R information, you will be brought back to the Your 1099-R Entries screen.  Click Continue if you have no more 1099-Rs to enter