AnnetteB6
Employee Tax Expert

Retirement tax questions

You should not need to differentiate between the two with regard to tax purposes.  

 

However, for your own purposes, you may want to add a comment in the second line of the Payer Name field on the Form 1099-R screen.  

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"