turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
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.

tanderson
New Member

M husband gets ss disability income. due to medical bills he withdrew bal in his IRA a/c and had fed tax w/h. What Form #will we get?where do I enter this on tax return?

 
Connect with an expert
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 Best answer

Accepted Solutions

M husband gets ss disability income. due to medical bills he withdrew bal in his IRA a/c and had fed tax w/h. What Form #will we get?where do I enter this on tax return?

You will get a 1099R from the bank that issued the check from the IRA.

♪♫•*¨*•.¸¸♥Lisa♥ ¸¸.•*¨*•♫♪

View solution in original post

2 Replies

M husband gets ss disability income. due to medical bills he withdrew bal in his IRA a/c and had fed tax w/h. What Form #will we get?where do I enter this on tax return?

You will get a 1099R from the bank that issued the check from the IRA.

♪♫•*¨*•.¸¸♥Lisa♥ ¸¸.•*¨*•♫♪
Coleen3
Intuit Alumni

M husband gets ss disability income. due to medical bills he withdrew bal in his IRA a/c and had fed tax w/h. What Form #will we get?where do I enter this on tax return?

You'll get a 1099-R if you received $10 or more from a retirement plan. Here's how to enter your 1099-R in TurboTax:

  1. Open (continue) return if you don't already have it open.
  2. Inside TurboTax, search for 1099-R or 1099R (lower-case works too) and then click or tap the "Jump to" link in the search results.
  3. Answer Yes on the Your 1099-R screen, then click or tap Continue.

 

  • If you land on the Your 1099-R Entries screen instead, click or tap Add Another 1099-R.

  1. Select how you want to enter your 1099-R (import or type it in yourself) and then follow the onscreen instructions.
message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
Manage cookies