BillM223
Expert Alumni

Get your taxes done using TurboTax

@illini45

 

I hate to state the obvious, but when you entered the 1099-R for your annuity, did you click the box for IRA or did you answer the question on the next screen that the IRA box was checked?

 

And to be sure, was the 1099-R amount found in line 4a and 4b or was it in lines 4c and 4d (where an annuity belongs)?

 

Note that pension and annuities are taxed pretty much the same way, so they are lumped in together.

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