KathrynG3
Expert Alumni

Retirement tax questions

It would be best to correct it. For your annuity to be included on the Pension and Annuity distribution line, then the IRA box would not be checked.

 

To uncheck the box, follow these steps:

  • From the left menu, select Federal>
  • Wages & Income>Scroll to IRA,401(k), Pension Plan Withdrawals (1099-R) and click Edit
  • From Your 1099-R screen, click Edit by your Annuity
  • Scroll through until you see the box selected, just after Distribution Code box