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Retirement tax questions

These questions are standard questions when you enter a 1099R. For the question "What did you do with the money," if you are using it monthly just answer "I did something else with it" and then that yes you received regular payments.  

The question regarding after-tax contributions, should be answered on your 1099R.  You will see an amount in box 2 showing your taxable amount.  It is possible that at this point the entire monthly amount is taxable if the amount received already is greater than the amount he actually contributed. You can also contact your plan administrator to find out how much is from post-tax contributions.

Pensions are federally taxable in many situations. 

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