the 1099 that is a refund has code 8 the other one which is a loan {the amount still owed at retirement}is code 2. both have a dist amount of 0 and a taxable amount showing how much there was. I was told from the pension system that the balance of the loan would be taxable even though when I took out the loan {3.5 years before retirement} they stated it would be taxable if it was taken out at or near retirement. the refund was for overpayment in 2019. I don't get why I should pay taxes on either one. but I need to fix whatever is wrong in my entries so tubo will accept it.
