turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

jkfife
New Member

Deductions and credits - retirement income result

When I wrap up my deductions and credits the Retirement Income Results comes up and it says I have $0 in Traditional and Roth IRA distributions and $13,000 in Pension and annuity distributions. I feel like this is backwards because that is the amount I have in IRAs that I rolled over this year. I do not have any pension or annuity.

Do I need to do anything?
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Reply

Deductions and credits - retirement income result

Could be a display issue....

BUT....You need to Go back and EDIT those 1099-R forms

.....any IRA-type distributions have a checkbox near boxes 7 and 8 on the software form, that says "IRA/SEP/SIMPLE".  That box must be checked if it is either IRA-type.    

(and...just to be clear, the box is not checked for a 401k, 457 or 403b distribution...because those are not  IRAs)

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question