I am assuming that you received a Form 1099-R in the 2025 tax year. If you received a distribution from a retirement plan, pension plan, IRA or insurance contract in 2025, you would have received a Form 1099-R to report such a distribution on your tax return. The Form 1099-R will have been sent to you from your employer or your retirement plan provider.
After you start to enter your Form 1099-R information, a screen in TurboTax asks "Who gave you a Form 1099-R?"
You would select "Financial Institution or other provider" unless your Form 1099-R is for a Federal Government Pension (in which case you would choose Office of Personnel Management CSA or CSF depending on which retirement Fund you are in) or U.S. Railroad Retirement Board if your Form 1099-R is for U.S. Railroad (RRB). But, most likely you will choose the first box, "Financial Institution or other provider."
Click on the correct box and the box will turn green. Then click on "Continue." You will then continue through the screens and answer the follow-up questions regarding your Form 1099-R.
Click here for Where do I enter my 1099-R?
Click here for When to Use Tax Form 1099-R: Distributions From Pensions, Annuities, Retirement, etc.
If you have additional information or questions regarding this, please return to Community and we would be glad to help.
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