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Retirement tax questions
Yes. Code 4 indicates a death benefit and Code D indicates annuity payments from nonqualified annuities.
To enter this in TurboTax, please follow these steps:
- Click on Federal > Wages & Income.
- Scroll down to the Retirement Plans and Social Security section and click on the Start/Revisit box next to IRA, 4701(k), Pension Plan Withdrawals (1099-R). [See Screenshot #1, below.]
- If you've already entered one (or more) 1099-Rs, you will see a screen Your1099-R Entries. Click on the link Add Another 1099-R. [Screenshot #2]
- If you haven't yet entered a 1099-R, you will see the screen, Your 1099-R. Click Yes and then Continue.
- You can either import your 1099-R or click on the I'll type it in myself box. [Screenshot #3]
- If you select to enter the information yourself, you will see a screen, Tell Us Which 1099-R You Have. Mark the radio button next to Form 1099-R, withdrawal of money from 401(k) retirement plans, pensions, IRAs, etc. [Screenshot #4]
- Continue through the screens, answering the interview questions.
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‎June 1, 2019
4:37 AM