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Get your taxes done using TurboTax
Did you receive two Form 1099-R's. One for a Pension and one for a distribution from an IRA?
If so -
If your distribution in 2021 was from an IRA then you needed to check the box for IRA/SEP/SIMPLE on the TurboTax Form 1099-R. Then the taxable amount would be on Form 1040 Line 4b.
If your distribution in 2021 was from a Pension then the taxable amount will be shown on Form 1040 Line 5b.
March 25, 2022
12:08 PM
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