Coleen3
Intuit Alumni

Retirement tax questions

Ideally, your 1099-R would come with that information available to you in Box 5. The amount shown in box 5 of the Form 1099-R provided by the payer is the amount of the distribution that is tax free. It's always best to enter the 1099-R exactly as it appears. then answer all the questions.

As you enter your 1099-R, you will encounter the screen below. Click the one that is applicable to you.

View solution in original post