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New Member
posted Mar 16, 2025 1:10:51 PM

My 1099R includes both my optional retirement pension and my 403(b). How can I separate them on TurboTax?

Do I need two forms?

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1 Replies
Expert Alumni
Mar 18, 2025 8:21:19 PM

No, don't separate the information that's on your 1099-R.  Enter your 1099-R exactly the way that it is.

 

Refer to the TurboTax Help article Where do I enter my 1099-R? for navigation instructions.