MarilynG1
Expert Alumni

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.

 

@gpaulltax 

@bernie-polikowsky 

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