Irene2805
Expert Alumni

Retirement tax questions

Since the distribution from LIRR is a non-qualified pension, it should be reported in Box 11 of your W-2.  If Box 1 is blank, enter zero (0).  Please enter the LIRR pension using the steps below:

 

TurboTax Online  

A few screens after the W-2 entry screen, you will see Did you take money out of your nonqualified pension plan?  Mark the Yes radio button and click Continue.  [Screenshot #1]

 

Screenshot #1

 

 

TurboTax CD/Download

  1. A few screens after the W-2 entry screen you will see Do any of these uncommon situations apply to this W-2?  Mark the box for Pension plan.  
  2. On the screen, Tell Us More About Box 11 Income, click the Yes box.

Screenshot #2

 

Screenshot #3