Thank you for your question jfmp
So both the pension and the 403 (b) distributions are reported on Form 1099-R. You enter a 1099-R as follows:
- Scroll down to "Retirement Plans and Social Security" and click "Show more"
- Scroll down and click "Start or Edit/Add" next to "IRA, 401(k), Pension Plan Withdrawals (1099-R)"
The taxes withheld are shown in Box 4 - Shows federal income tax withheld from the distribution, and Box 14 - State tax withheld from the distribution.
All the best,
Marc T.
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