Skip to main content
March 2, 2024
Question

Where do i enter the tax withheld from my pension form 1099R

  • March 2, 2024
  • 1 reply
  • 0 views
No text available

1 reply

DoninGA
Employee
March 2, 2024

The federal taxes withheld on the Form 1099-R on shown in box 4 of the form.  The TurboTax program enters those federal taxes withheld as a tax payment on Form 1040 Line 25b.

 

To enter, edit or delete a form 1099-R -

Click on Federal Taxes (Personal using Home and Business)
Click on Wages and Income (Personal Income using Home and Business)
Click on I'll choose what I work on (if shown)
Scroll down to Retirement Plans and Social Security
On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button

 

Or enter 1099-r in the Search box located in the upper right of the program screen. Click on Jump to 1099-R

 

On the screen Did you get a 1099-R in 2023? Click on Yes

On the next screen click on Continue

On the screen Let's import your tax info Click on Change how I enter my form

On the screen How do you want to add your 1099‑R? Click on Type it in myself

On the screen Who gave you a 1099-R? select the type of 1099-R you received and Continue