Does your IRS form 1099-R pension distribution report no entry in box 2a and/or report in box 2b Taxable amount not determined?
If so, the software is trying to determine the taxable portion of the distribution in box 1. If you have reported the pension distribution in previous years, it wants to know how much has been applied in previous years to the cost basis in the pension (box 9b Total employee contributions). It needs to know this when computing the taxable portion in the current year.
When entering the IRS form 1099-R, at the screen Who gave you a 1099-R, did you select Office of Personnel Management (CSA 1099-R) or Office of Personnel Management (CSF 1099-R)?
Follow these steps to report IRS form 1099-R:
- Down the left side of the screen, click on Federal.
- Down the left side of the screen, click on Wages & income.
- Scroll down to Retirement Plans Social Security. Click the down arrow to the right.
- Click Start / Revisit to the right of IRA 401K Pension Plan Withdrawals.
- At the screen Did you get a 1099-R in 2025?, select Yes.
- At the screen Choose all the situations that apply to you, make selection and Continue.
- You will be given options:
- to connect with your financial accounts,
- to upload your form, or
- type it in myself.
See also this TurboTax Help.
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