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K
Klmehl
February 18, 2025
Question

I have more than one retirement account but can't add them.

  • February 18, 2025
  • 1 reply
  • 0 views
how do I reach my agent?

    1 reply

    SharonD007
    SharonD007
    February 18, 2025

    Did you have distributions from your retirement accounts that were reported on a 1099-R? If you did, follow the instructions below to add them to your income in TurboTax:

     

    1. Open your tax return
    2. Select Federal
    3. Select Wages & Income
    4. Scroll down to Retirement Plans and Social Security
    5. Select Start or Update by IRA, 401(k), Pension Plan Withdrawals (1099-R)
    6. Answer the interview questions to enter the 1099-R.

    If you need additional help, reply back.

    **Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"
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