3579420
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

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

Withdrew money from TIAA-CREF and taxes were taken out. Where do I enter this in the form?

 
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Reply
ThomasM125
Expert Alumni

Withdrew money from TIAA-CREF and taxes were taken out. Where do I enter this in the form?

The withdrawal of retirement funds would be listed on a Form 1099-R. You enter that as follows in TurboTax:

 

  1. Find the Retirement Plans and Social Security menu option in the Wages and Income section of TurboTax
  2. Start or Update IRA, 401(k), Pension Plan Withdrawals (1099-R)
  3. Choose Add (Another) 1099-R

The taxes withheld would be reported in boxes 4 and 14.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question