topic I received a 1099-R do I need to file it? in Retirement tax questions

I received a 1099-R do I need to file it?

wahsclassof2014 — Sat, 01 Feb 2020 03:50:04 GMT

Re: I received a 1099-R do I need to file it?

xmasbaby0 — Sat, 01 Feb 2020 03:50:51 GMT

Yes you do.

To enter your retirement income, Go to Federal> Wages and Income>Retirement Plans and Social Security>IRA 401 k) Pension Plan Withdrawals to enter your 1099R.

Re: I received a 1099-R do I need to file it?

VolvoGirl — Sat, 01 Feb 2020 03:51:23 GMT

Certainly! You must report all you income and tax forms you receive.

The easiest way to get to the 1099-R entry screen is to simply search for 1099-R (upper- or lower-case, with or without the dash) in your TurboTax program and then click the "Jump to" link in the search results.

Enter a 1099R under

Federal Taxes on the left side

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

If you are filing a Joint return be sure to pick which person it is for.