Get your taxes done using TurboTax

Documents are reported to the IRS by the financial institutions that issue them.   Yours issued a 1099R to you.  Report it as a 1099R and then what you put on your tax return will match what was reported to the IRS.

 

Go to  Federal> Wages and Income>Retirement Plans and Social Security>IRA  401 k) Pension Plan Withdrawals to enter your 1099R.

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**