Retirement section of form

Forum|Forum|1 year ago
January 31, 2025
1 reply
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It asks for a category for my retirement plan. I do not know what to select

VolvoGirl

Employee

What choices does it give you? Did you get a 1099R? Are you entering it in the right place?

Enter a 1099R under
Federal Taxes on left
Wages & Income
Then scroll way down to Retirement Plans and Social Security
Then IRA, 401(k), Pension Plan Withdrawals (1099-R) – Click Start
If you are adding another 1099R there might be a Add button at the bottom of the list.

Jsmithy79Author

I'm just entering the stuff off of my w2

VolvoGirl

Employee

A retirement plan like a 401k contributions would be in box 12 on your W2. Do you have anything in any of the box 12 lines? Code D is for 401k contributions. Or is it asking you if box 13 is checked? There are 3 little boxes in box 13. Other than box 12 & 13 I don't know what it's asking your for. What else is on the screen?