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Level 1
April 7, 2026
Question

where do I file a 1040R?

  • April 7, 2026
  • 2 replies
  • 57 views
I am retired and do not work for any one?

2 replies

Level 15
April 7, 2026

Not sure what you are asking about.   There is nothing called a 1040R.   Do you mean a Form 1040SR?   Or a 1099R for retirement income?

 

If you are 65 or older, your tax return will print out on a Form 1040SR, which is identical to Form1040, but which has larger print.  The lines are identical and the calculations are identical.

 

If you are asking how to enter a 1099R:

 

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.

 

 

**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.**
Level 15
April 7, 2026

I believe you are referring to Form 1040-SR that is for individuals age 65 and over who have a simple tax return. If you use TurboTax to prepare your tax return, that form will be automatically prepared based on your entries in the program. 

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