turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

ogondi
New Member

Where do i write details of my retirement form 1099-R on this return forn/

which line on 1040?
3 Replies

Where do i write details of my retirement form 1099-R on this return forn/

Line 4a,4b if the IRA box is checked.

Line 5a,5b otherwise.

Do you understand the effects of the distribution Code(s) Box 7 ?

 

@ogondi 

Where do i write details of my retirement form 1099-R on this return forn/

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

Or enter 1099-r in the Search box located in the upper right of the program screen. Click on Jump to 1099-R

 

On the screen Did you get a 1099-R in 2021? Click on Yes

On the next screen click on Continue

On the screen Let's import your tax info Click on Change how I enter my form

On the screen How do you want to add your 1099‑R? Click on Type it in myself

On the screen Who gave you a 1099-R? select the type of 1099-R you received and Continue

Where do i write details of my retirement form 1099-R on this return forn/

Are you filling out a return manually?  Be aware that a paper filed return can take up to 6months to process.

Use your Intuit Account to sign in to TurboTax.
By selecting Sign in, you agree to our Terms and acknowledge our Privacy Statement.
message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question

Related Content

Manage cookies