Hal_Al
Level 15

Retirement tax questions

What form?  For most people the info on the 1099-R goes directly to line 4b (IRAs) or line 5b (pensions) of form 1040.  When needed, TurboTax will put info on line 4a or 5a of form 1040 and generate form 8606.  I will also generate the penalty or penalty exception form 5329, if needed.