Retirement tax questions

You will input the code exactly as you see it on your actual 1099-R. So if you only see one code there, you just select it from the first drop down next to Box 7 in the TurboTax interview. If you have two, select the second from the second drop down box there in the interview. 

If there are two codes in box 7 on your 1099-R, enter the first code in the box labeled "1st code" and the second code in the box labeled "2nd code".

  • If you have a RRB-1099-R, the distribution codes are not shown on the actual Form RRB-1099-R. Enter the code or codes that accurately describe the transaction. 
  • For Form 1099-R, enter the distribution codes shown in box 7 on the actual Form 1099-R.
  • For Forms CSA-1099-R and CSF-1099-R, enter the codes shown in the Distribution Code box on the actual form.

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