ColeenD3
Expert Alumni

Get your taxes done using TurboTax

Whether or not it is qualified is determined by the plan on which it was based. No, enter the 1099-R exactly as it appears. If the payer doesn't know for a fact whether or not it is taxable, it is filed in this way. You won't be audited because of it. It will be taxable unless you have paperwork showing why it wouldn't be.

View solution in original post