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April 13, 2025
Question

i took monthly withdrawals from IRA, Also took large lump sum to purchase home for myself. Where is page in my tax document addressing this?

  • April 13, 2025
  • 1 reply
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1 reply

VolvoGirl
Employee
April 13, 2025

You will get a 1099R for IRA distributions.

 

Enter a 1099R under
Federal Taxes
Wages & Income
Then scroll way down to Retirement Plans and Social Security
Then IRA, 401(k), Pension Plan Withdrawals (1099-R) – Click Start