topic I have a 1099-R form but it is for 2021 income in Retirement tax questions

I have a 1099-R form but it is for 2021 income

bbboy2020- — Mon, 09 Mar 2026 06:09:45 GMT

I only received one month of pension. I retired in December of 2021 and received one month of pension

Re: I have a 1099-R form but it is for 2021 income

MinhT1 — Mon, 14 Feb 2022 14:09:08 GMT

You receive a form 1099_R for tax year 2021 even if you only receive one month of pension in 2021.

You have to enter that form 1099-R on your tax return.

You can enter your form 1099-R by following these steps:

In TurboTax, open your tax return
Click on Federal in the left-hand column, then on Wages & Income on top of the screen
Scroll down and locate the section Retirement Plans and Social Security and click on Show more
Click Start next to IRAs, 401(k), Pension Plan Withdrawals (1099-R).

Re: I have a 1099-R form but it is for 2021 income

SweetieJean — Mon, 14 Feb 2022 15:32:23 GMT

Even though today is in 2022, we are doing 2021 tax return now, so you must claim it.

Re: I have a 1099-R form but it is for 2021 income

xmasbaby0 — Mon, 14 Feb 2022 16:28:40 GMT

@bbboy2020- The tax returns everyone is working on are for tax year 2021. All of the income you received in 2021 has to be entered on your 2021 return. All 2021 W-2's, all 2021 1099's of any sort, etc. etc. etc.