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February 3, 2025
Question

How do I enter a federal pension for which i have a 1099-R?

  • February 3, 2025
  • 1 reply
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Under which income section of TT do you enter a federal pension?

    1 reply

    February 3, 2025

    To enter a  form 1099-R in Turbo Tax Desktop follow these instructions:

     

    1. Find the Retirement Plans and Social Security menu option in the Wages and Income section of TurboTax
    2. Start or Update IRA, 401(k), Pension Plan Withdrawals (1099-R)
    3. Choose Add (Another) 1099-R
    4. Choose to enter the Form 1099-R manually or have it uploaded

     

    To enter a form 1099-R in Turbo Tax Online follow these instructions:

     

    1. Find the Retirement Plans and Social Security menu option in the Wages and Income section of TurboTax
    2. Start or Update IRA, 401(k), Pension Plan Withdrawals (1099-R)
    3. Choose Add (Another) 1099-R
    4. Choose to upload the form or type it in yourself
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