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March 11, 2021
Question

Where do I enter my wife’s CALIFORNIA state teachers’s retirement benefits? The form we received is with that information is 1099-R.

  • March 11, 2021
  • 1 reply
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1 reply

VolvoGirl
Employee
March 11, 2021

It's just as fast and easier to manually enter your W2 or 1099. Don't type the bank name or try to import it.
At the bottom pick - Change How I enter my Form

Then on the next screen pick - I'll Type it in Myself

 

Enter a 1099R under
Federal Taxes on left
Wages & Income at the top

Then scroll way down to Retirement Plans and Social Security
Then IRA, 401(k), Pension Plans (1099R) – Click Start

If you are filing a Joint return be sure to pick which person it is for.

AugieBexAuthor
March 11, 2021

It sounds like you are suggesting that I enter my wife’s retirement income as regular income.  Where do I do this?  

VolvoGirl
Employee
March 11, 2021

Yes it is income.  Enter it where I said.  Click on Federal in the left side.   I can try to make you some screen shots.   And then it shows up on your 1040 tax return on line 5.