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Level 2

Question

Turbo Tax problem

Forum|Forum|3 months ago
March 10, 2026
1 reply
0 views

The RMD distributions from my IRA show up in the summary form as Pension distributions.

Level 15

That can occur if you failed to designate the distribution reported on your Form 1099-R as an IRA distribution. You need to review your Form 1099-R entry made in the Retirement Plans and Social Security section, then IRA, 401-K, Pension Plan Withdrawals (1099-R). On the screen that says Enter your 1099-R details from (name of pension plan), check the box underneath box 7 where you see IRA/SIMPLE/SEP box is checked.

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