KenH1
New Member

Retirement tax questions

TurboTax is asking if you (or your spouse, if filing jointly) received any earnings from a pension or withdrew any money from a tax-advantaged account such as 401k, 403b, IRA, Roth IRA.  These are typically reported on a 1099-R.

Any of these could impact your tax liability/refund, even if they are not taxable.