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New Member
posted Apr 15, 2024 7:22:05 PM

Why does it not ask for my 1099-R?

I do not see the options to add 1099-r or 401K information like the wiki says when I google my problem

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2 Replies
Level 15
Apr 15, 2024 7:24:47 PM

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 15, 2024 7:25:42 PM

Enter your retirement income that's on a 1099-R and/or Social Security income under the Wages and Income section of TurboTax.

 

To enter your retirement income, follow the steps below:

 

  1. Launch TurboTax.
  2. In the Federal section, select Wages & Income.
  3. Scroll down to Retirement Plans and Social Security.
  4. Select Start or Revisit next to IRA, 401(k), Pension Plan Withdrawals (1099-R).

 

Review the TurboTax articles Where do I enter my 1099-R?

 

@mikeg25-verizon-