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Question

My Statement of Annuity Paid form shows federal income tax withheld in Box 4, not 2. Is there a discrepancy.

Forum|Forum|1 year ago
March 23, 2025
1 reply
0 views

This is an OPM Retirement annuity. The system shows Box 2 as the place to enter federal income tax withheld. My form shows it in Box 4, not 2.

TurboTax Live Deluxe Online

You should have a 1099-R to report the Annuity.

The Federal withholding is correctly entered in Box 4.

To post a 1099-R

Log into TurboTax

Under Federal
Select Wages & Income
Scroll to Retirement Plans and Social Security
Select IRA, 401(k), Pension Plan Withdrawals (1099-R)
On the screen Let's import your tax info
1. Change how I enter my form
On screen How would you like to upload your 1099-R?
1. Type it myself
Enter your Broker or plan administrator information.
Follow the interview.

Where do I enter my 1099-R?

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