topic Retirement section of form in Retirement tax questions

Retirement section of form

Jsmithy79 — Fri, 31 Jan 2025 20:59:56 GMT

It asks for a category for my retirement plan. I do not know what to select

Re: Retirement section of form

VolvoGirl — Fri, 31 Jan 2025 21:02:54 GMT

What choices does it give you? Did you get a 1099R? Are you entering it in the right place?

Enter a 1099R under
Federal Taxes on left
Wages & Income
Then scroll way down to Retirement Plans and Social Security
Then IRA, 401(k), Pension Plan Withdrawals (1099-R) – Click Start
If you are adding another 1099R there might be a Add button at the bottom of the list.

Re: Retirement section of form

Jsmithy79 — Fri, 31 Jan 2025 21:05:18 GMT

I'm just entering the stuff off of my w2

Re: Retirement section of form

VolvoGirl — Fri, 31 Jan 2025 21:15:21 GMT

A retirement plan like a 401k contributions would be in box 12 on your W2. Do you have anything in any of the box 12 lines? Code D is for 401k contributions. Or is it asking you if box 13 is checked? There are 3 little boxes in box 13. Other than box 12 & 13 I don't know what it's asking your for. What else is on the screen?

Re: Retirement section of form

SteamTrain — Fri, 31 Jan 2025 21:53:17 GMT

How about...Is it for a box 14 category?

Some state Public Employee plan contributions are in box 14

IF so, what does it say on your W-2 for box 14...and what state is involved?