@txrands84 , is this a real situation needing tax discussions or you are just doing "what if" ? Most pension schemes are qualified and so the questions becomes (a) is this really a non-qualified pension scheme ? ; (b) did you take money out of the scheme (c) what is your age and (d) what was the reason / are you retired etc. ??
TurboTax I think will ultimately get to these questions ( and that may affect your tax liability ) but may be on this particular screen (that you are looking at ) it is just a place holder.
Is there more ?
Please clarify your question. If you are asking Form 1099-R, box 11 is a year: the first year you made a contribution to the designated Roth account reported on this form. Box 1 is a dollar amount.
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