Question
Form 1099-R for Pension
What has changed for pension plan TurboTax input?
Last year I had no problems entering the 1099-R for my wife's pension plan. She gets regular monthly distributions (cash). We withhold some for Federal Taxes. (Boxes 1, 2a, and 4 on the form). Box 7 is normal distribution. IRA/SEP/SIMPLE box is not checked.
This is a pension, so I checked this as a Qualified plan. This was not from a 403(b) plan. I don't remember being notified about an RMD (is that required for a pension plan?) so I entered zero.
Turbotax does not give me the option to say we just got the distribution as cash. We did not do a rollover or a total cash distribution.
Help. I don't know how to proceed.
