Where do I add annuity payout?

a195a2fe97ab — Tue, 10 Feb 2026 08:59:06 GMT

Re: Where do I add annuity payout?

VolvoGirl — Wed, 31 Jan 2024 16:29:48 GMT

You should get a 1099R for that.

Enter a 1099R under

Federal Taxes Tab or Personal (Home & Business)

Wages & Income at the top

Then scroll way down to Retirement Plans and Social Security,

Then IRA, 401(k), Pension Plans (1099R) - click Start or Revisit

Re: Where do I add annuity payout?

TomK2023 — Wed, 04 Dec 2024 19:13:03 GMT

You'll get a Form 1099-R if you received $10 or more from a retirement plan. You're required to report a 1099-R on your tax return, even if the distribution isn't taxable.

You'll have the option in TurboTax to import or upload your 1099-R or manually enter the information yourself.

Here's where to enter your 1099-R in TurboTax:

Open or continue your return.
In the Federal section, select Wages & Income.
Scroll to locate Retirement Plans and Social Security.
Select Start or Revisit next to IRA, 401(k), Pension Plan Withdrawals (1099-R).

You can also find the 1099-R section using Search. Open your return, enter 1099-r in the search bar, and select the Jump to 1099-r link.

TurboTax FAQ: Where do I enter my 1099-R?

topic Where do I add annuity payout? in Retirement tax questions

Where do I add annuity payout?

Re: Where do I add annuity payout?

Re: Where do I add annuity payout?