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March 2, 2025
Question

Where in Turbotax do I enter the amount of federal withholding from my IRA withdrawal?

  • March 2, 2025
  • 1 reply
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    1 reply

    DoninGA
    Employee
    March 2, 2025

    The federal taxes withheld are reported in box 4 of the Form 1099-R that you received.  Enter your Form 1099-R on your tax return.  The amount from box 4 of the 1099-R flows to the federal tax return, 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

     

    Online editions -

    On the screen Did you get a 1099-R in 2024? Click on Yes

    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