She would have a 1099R and it gets entered into TurboTax as follows:
To enter pension and annuity Payments (1099-R)
• Click on Federal Taxes
• Click on Wages and Income
• Click on I'll choose what I work on (if shown)
• Scroll down to Retirement Plans and Social Security
• On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button
Then after it is entered exactly as received, you will get a number of questions regarding the lump sum and carefully answer these questions.
