Retirement Question

Forum|Forum|3 years ago
November 16, 2022
1 reply
1 view

I retired in 2022. I have income from four sources in 2022. My earned income, my 403B, my Roth IRA and my Frozen Pension Plan. I will need assistance this year filing using TurboTax. What is the best way for me to file this year using TurboTax? Thank you.

xmasbaby0

Level 15

You can use TurboTax to enter all of the retirement income. Any version of the CD/download will work. If you use online you should still be OK with Deluxe, unless there is some sort of investment income you have not mentioned.

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.

By the way....are you also receiving Social Security?

Do not try to enter your SSA1099 or RR1099RB as a W-2. Go to Federal> Wages & Income>>Retirement Plans and Social Security (SSA1099 and 1099RRB) to enter your SSA1099.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**