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How do you enter state pension income in 1099-r section?

it is a pension payment, how do i avoid entering it as a rollover?
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1 Reply
IreneS
Intuit Alumni

How do you enter state pension income in 1099-r section?

Just enter the information in TurboTax exactly as it is on your 1099-R form.  It is the code(s) entered in box 7 that determine how the payment is handled.  The two most common codes are:

  • 7 - Normal Distribution
  • G - Rollover

As long as you have code 7 in box 7, the funds will be treated as a payment and not a rollover.


To enter your state pension income reported on a 1099-R, please follow these steps:

  1. Click on Federal > Wages & Income.
  2. Scroll down to the Retirement Plans and Social Security section and click on the Start/Revisit box next to IRA, 4701(k), Pension Plan Withdrawals (1099-R). 
  3. If you've already entered one (or more) 1099-Rs, you will see a screen Your1099-R Entries.  First delete the 1099-R you started to enter by clicking the Delete box next to it. 
  4. Now you can click on the link Add Another 1099-R
  5. If you haven't already entered a 1099-R, you will see the screen, Your1099-R. Click Yes and then Continue.
  6. You can either import your 1099-R or click on the I'll type it in myself box 
  7. If you choose to enter the information yourself, you will see the screen, Tell Us Which 1099-R You Have.  Make sure you select the correct form and then click Continue.
  8. The screen in TurboTax should match the type of 1099-R form you received.
  9. When you are finished entering the 1099-R information, you will be brought back to the Your 1099-R Entries screen.  Click Continue if you have no more 1099-Rs to enter.



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