First make sure that Box 7 of your 1099-R contains code 3 (disability). After you enter the information from your 1099-R, you will see a series of questions. Be sure to indicate that you were a public safety officer.
To enter your 1099-R in TurboTax:
- Click on Federal > Wages
& Income.
- Scroll down to the Retirement
Plans and Social Security section and click on the Start/Revisit box
next to IRA, 4701(k), Pension Plan Withdrawals (1099-R). [See
Screenshot #1, below.]
- If you've already entered one (or
more) 1099-Rs, you will see a screen Your1099-R Entries. Click
on the link Add Another 1099-R. [Screenshot #2]
- If you haven't already entered a
1099-R, you will see the screen, Your 1099-R. Click Yes and
then Continue.
- You can either import your 1099-R
or click on the I'll type it in myself box.
- If you select to enter the
information yourself, continue through the screens, answering the
interview questions.
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