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Retirement tax questions
No, pension distributions must not be combined on the same line as IRA distributions. Review your Form 1099-R entries to be sure that you did not mistakenly mark the IRA/SEP/SIMPLE box on TurboTax's 1099-R form when it is not marked on the corresponding Form 1099-R provided by the payer. Only Forms 1099-R for distributions from traditional IRA accounts (including SEP and SIMPLE IRA accounts) have the IRA/SEP/SIMPLE box marked.
May 31, 2019
9:47 PM