MarilynG1
Expert Alumni

Get your taxes done using TurboTax

Since it's not a government-related pension, choose 'None of the above'.  A later question may ask 'was this a 403b or other qualified plan', choose 'other qualified plan'.  TurboTax may also ask about RMD.  You can enter $0 or the total amount, even if RMD is not required for this type of distribution.  

 

When entering the info from the 1099-R, in Box 7 enter 4 on the first line, and D on the second line.

 

Here's more info on 1099-R for Pensions, Annuities, Retirement.

 

@LWes 

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