What category does Calpers fall under

anaramiirez · ‎January 16, 2026

DawnC

If you have a 1099-R from CalPERS (California Public Employees' Retirement System), it is entered under Retirement income. Choose the standard 1099-R option and it is considered a qualified plan.

Where do I enter a 1099-R?

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VolvoGirl

FYI - the 1099R section won't be ready until Jan 21. So you have to wait to enter it.

Enter a 1099R under
Federal Taxes
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.