Retirement tax questions

You would report the 1099R's just as you have in the past showing the amounts from each of the boxes checked.

IRS does look at refund returns, as I mentioned in comments and you are just  one of the lucky (or unlucky) ones they chose to look at.

So just input the 1099R and answer the questions that follow.

To enter pension and annuity Payments (1099-R)
•    Click on Federal Taxes
•    Click on Wages and Income
•    Click on I'll choose what I work on (if shown)
•    Scroll down to Retirement Plans and Social Security
•    On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button


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