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jclay5431
Level 1
March 15, 2021
Question

How do i mark section where is your distribution from? Came from a 401 (k)

  • March 15, 2021
  • 2 replies
  • 0 views
Turbo asks 5 questions which one do i check.?

2 replies

D
dmertz
Level 15
March 15, 2021

A 401(k) is a qualified retirement plan.

KathrynG3
KathrynG3
Level 14
March 15, 2021

It depends what you have entered so far.

 

The 401(k) plan is a Qualified plan as @dmertz stated.

The next screen will ask Do any of these situations apply to you? Check the boxes according to your circumstances.

 

TurboTax needs to  know if the distribution was due to a qualified disaster, including COVID-19.

 

We also need to know if you were a public safety officer or if there is something unusual with your Form 1099-R, that it was a substitute or corrected. 

 

If none of these apply, select None of these apply.

 

For more information, see: What is a "qualified retirement plan"?

When to Use Tax Form 1099-R: Distributions From Pensions, Annuities, Retirement, etc. - TurboTax Tax Tips & Videos

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