JamesG1
Expert Alumni

Retirement tax questions

Are you referring to the screen Any Periodic Payments?

 

If so, you likely should report Yes, I got regular payments from this retirement account.

 

 

If you are at this screen, the software is determining how much of the pension distribution should be taxable income.

 

Perhaps, you received an IRS form 1099-R which reports and amount in box 1 but blank in box 2a?  Is this correct?

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