DavidD66
Employee Tax Expert

Retirement tax questions

There are two possible reasons why a pension distribution would be classified as a Roth IRA distribution on a tax return in TurboTax.  The first would be the pension fund administrator used the wrong distribution code in Box 7 of the 1099-R.  The second is that the wrong code was entered in to the software.  You should check your prior year 1099-Rs to see if they were properly coded.  If not, you should contact the pension plan administrator.  If the wrong code was entered, you will need to file amended returns for those years.  Alternatively you can wait for the IRS to catch the error and contact you.

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