ThomasM125
Expert Alumni

Retirement tax questions

You can enter a substitute Form 1099-R in TurboTax to report your pension distribution that is not reported on such a form.

 

To enter a substitute form 1099-R in Turbo Tax follow these instructions:

 

  1. Find the Retirement Plans and Social Security menu option
  2. Start or Update IRA, 401(k), Pension Plan Withdrawals (1099-R)
  3. Choose Add Another 1099-R
  4. Choose I'll type it in myself
  5. On the screen that says Tell Us Which 1099-R You Have choose I need to prepare a Substitute 1099-R

If your distribution is a normal distribution, not subject to a penalty for early withdrawal, you can enter code "7" in box 7. The distribution amount goes in box 1 and the taxable portion of it goes in box 2(a).

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