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Where do I report my retirement income?

I  don't see a place to report my annuity from retirement?
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3 Replies
DanaB27
Expert Alumni

Where do I report my retirement income?

Please follow these steps to enter your 1099-R retirement income:

  1. Login to your TurboTax Account 
  2. Click on the Search box on the top and type “1099-R”
  3. Click on “Jump to 1099-R”
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GordonHamel
Returning Member

Where do I report my retirement income?

Can't find where I enter my 2021 retirement and my Social Security income?

LenaH
Employee Tax Expert

Where do I report my retirement income?

As stated above by @DanaB27, you can follow these steps to enter your 1099-R retirement income:

  1. Login to your TurboTax Account 
  2. Click on the Search box on the top and type “1099-R”
  3. Click on “Jump to 1099-R”
  4. Follow the on-screen instructions. 

To enter your social security, please follow the instruction below:

  1. Open (continue) your return in TurboTax if it's not already open.
  2. In TurboTax, search for the term social security benefits and then select the Jump to link at the top of your search results.

  3. On the Social Security Benefits screen, answer Yes and select Continue.
  4. Check the first box, then enter the amounts from your form(s) where indicated.
    • If you received multiple SSA-1099s, add up the amounts for each box and enter them together.
  5. Select Continue and follow the on-screen instructions.

@GordonHamel

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