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Retirement tax questions
After you enter the info from your 1099-R, TurboTax asks follow-up questions to determine the taxable amount (it's usually the amount in Box 1).
If no after-tax contributions were made to the pension plan before distribution (Box 5), the entire amount is generally included in taxable income.
Here's more info on Is My Pension Distribution Taxable?
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‎April 4, 2025
2:15 PM