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December 30, 2020
Question

Hi all. Where do I add my PERS retirement income and tax payments in turbo tax?

  • December 30, 2020
  • 1 reply
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1 reply

VolvoGirl
Employee
December 30, 2020

Do you have the 1099R already?  I don't think the 1099R section is ready yet.  I haven't got my PERS  1099R.  The year isn't over yet.  They have until Jan 31 to send it to you.

 

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.