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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
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- 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.
- On the screen, Tell Us More About Box 11 Income, click the Yes box.
Screenshot #2
Screenshot #3
‎February 12, 2021
7:58 AM