Retirement tax questions

Yes, I believe I can help you with this.  You did not state if there is an entry in Box 2a or even if there is a Box 2a on the 1099-R you received.  As such, what you need to do to make sure the total amount is not taxed is to follow these steps:

1. Click on Wages & Income
2. Scroll down to Retirement Plans and Social Security, click on show more, then start, or Edit.
3. Continue through the steps asking about information of the payer of your 1099-R
4. Most people choose "Change How I enter my form" and then "I'll type it in myself"
5. Continue answering the questions
6. You will come to the screens that ask for the providers info and details; enter as it shows on the 1099-R, click continue.
7. Enter the information as it appears on your 1099-R, with one exception - in Box 2a, enter what in your case is $4,709.  Then continue answering line by line.  The input screens will go along with the lines on your 1099-R from beginning to end.

The following is just an example.  The NJ part is for presentation purposes only.

Where do I enter my 1099-R?

@doconnor63