SharonD007
Employee Tax Expert

Retirement tax questions

The question is referring to when you started receiving the payments.  Since you indicated that you started receiving ‌payments prior to 2025, you would answer "NO."

 

Refer to the TurboTax Help article When to Use Tax Form 1099-R: Distributions From Pensions, Annuities, Retirement, ‌ for information on retirement income.

 

 

 

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