SamS1
Expert Alumni

Retirement tax questions

Yes, go to the Search at the top and enter Form 1099R in the search box.  You should get a Jump To function to take you to the 1099R entry screens.  

 

Make sure and enter all the 1099R data focusing on the Box 7 code.  This will determine where the income will flow in TurboTax.  Since this is pension income, it should be a 7 for normal distribution.