topic Where do I need to report the withheld taxes amount I paid in 2019, when I received part of my retirement money? in Retirement tax questions

Where do I need to report the withheld taxes amount I paid in 2019, when I received part of my retirement money?

sharyr3 — Fri, 07 Feb 2020 00:16:16 GMT

Re: Where do I need to report the withheld taxes amount I paid in 2019, when I received part of m...

MinhT1 — Fri, 07 Feb 2020 00:31:46 GMT

The tax withheld on your retirement money is reported on your form 1099-R in box 4 (Federal tax), box 12 (State tax) and box 15 (Local tax if applicable).

When you enter your form 1099-R in TurboTax, make sure that you enter all boxes in the TurboTax entry form, just as they appear on form 1099-R. TurboTax will then take into account the tax withheld for you in your tax return.

Re: Where do I need to report the withheld taxes amount I paid in 2019, when I received part of m...

VolvoGirl — Fri, 07 Feb 2020 00:33:28 GMT

Did you enter the 1099R yet?

You can just type 1099R into the search box at the top of your return, then find and it will give you a Jump To link to go right to it.

OR Enter a 1099R under
Federal on left
Wages & Income at top
Then scroll way down to Retirement Plans and Social Security,
Then IRA, 401(k), Pension Plans (1099R) - click Start or Update

If you get the screen of partners you can import from click the bottom circle for I'll type it in myself - Continue
The next screen should be What Type of 1099R is this? With 4 choices. Pick the right kind you have.
And on the same screen you pick which person it is for if you are married.