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posted Nov 16, 2022 9:34:49 AM

Retirement Question

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.      

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Level 15
Nov 16, 2022 9:38:15 AM

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.