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Retirement tax questions
Generally, anything reported on a Form 1099-R is considered to be a distribution from a 'retirement plan'.
If your 1099-R has Codes 4 and D in Box 7, when entering in TurboTax, put 4 on the first line of Box 7, and D for the second line.
Then choose 'other qualified plan'. The income is taxed the same regardless (unless there is a different Taxable Amount in Box 2a). Be sure to enter any amounts in other boxes (such as Box 5) as they appear on your form.
You may want to delete/re-enter your 1099-R, and if you're using TurboTax Online, clear your Cache and Cookies before re-entering.
Here's more info on 1099-R for Pensions, Annuities, Retirement.
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March 18, 2025
12:16 PM