After entering your 1099R information and then selecting 'no" regarding the 403B information, there will be a screen that is labeled We found a few other questions about your situation.
- In the first screen, say yes to periodic payments
- Next answer yes or no if you started receiving payments in 2025
- Then a question appears "For the years you received these distributions, was the total amount shown in the form the amount you paid tax on? for total amount taxable, say "yes"
- Now 5A on your 1040 is the gross amount and 5B will match the amount that was reported in Box 2A on the 1099 R.
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