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beau0401
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How to report 1099R income part received before 62 and part after 62 when disabled?

How do I report the income received before 62 and the income after 62 from a 1099R when disabled? 

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How to report 1099R income part received before 62 and part after 62 when disabled?

You would enter the 1099R exactly as it was issued to you.  If you believe it is incorrect, you would need to contact the party that issued the 1099R to you.  

The magic date for penalties is 59 1/2 so you exceed that, so the age is not an issue. 

to enter the 1099R in TurboTax:

To enter pension and annuity Payments (1099-R)

  • Click on Federal Taxes (Personal using Home and Business)
  • Click on Wages and Income (Personal Income using Home and Business)
  • Click on I'll choose what I work on (if shown)
  • Scroll down to Retirement Plans and Social Security
  • On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button

For additional detail see below:

https://ttlc.intuit.com/replies/5093790

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