DaveF1006
Expert Alumni

Retirement tax questions

It depends. If your 1099R is an IRA distribution, this section illustrated by awesome agent DianeW777 will never appear on your screen. On a regular pension, this will appear as a follow-up question after you enter your 1099R.

 

Check your 1099R entry and make sure their isn't a checkmark in the IRA/SIMPLE/SEP box is checked if this is not an IRAIf it is an IRA, you are not eligible for this deduction.

 

@darrelltrawick

 

 

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