@MarilynG1 So Turbotax is asking the extra question just to tease out--belt and suspenders--that the user of the software is reporting all retirement income? Sort of, "ok, you told us about this one 1099-R. That was your annuity... was there a lump sum version as well?"
And you have this extra characteristic to identify THIS 1099-R is the annuity and THAT one is for your lump sum?
Has no impact on taxes, it's just for clarity, confirmation?
