MarilynG1
Expert Alumni

Retirement tax questions

Choose 'other qualified plan'.  All 1099-R's are considered distributions from a 'retirement plan'.  The amount in Box 2a will be the taxable amount.  You can enter the D in Line 1 for Box 7 and the 7 in Line 2 for Box 7.

 

Here's more info on 1099-R for Pensions, Annuities, Retirement.

 

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