MargaretL
Expert Alumni

Retirement tax questions

You should enter both amounts... you should report form 1099-R into TurboTax exactly as it appears...I'm assuming that you are talking about box 1, Gross distribution, and box 2a Taxable amount... it is common to have both fields listed and both fields should be entered at this point.

  1. Federal Taxes
  2. Wages and Income
  3. Scroll down to Retirement Plans and Social Security
  4. Select IRA, 401(k), Pension Plans (1099-R)