cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Level 1

On form 1040, my pension info that should be on line 16a is being prefilled in line 7 even though I am entering the 1099R correctly. This problem happened last year.

On form 1040, my pension info that should be on line 16a is being prefilled in line 7 even though I am entering the 1099R correctly.  This same problem happened last year.  How can I fix that?

1 Best answer

Accepted Solutions
Level 20

On form 1040, my pension info that should be on line 16a is being prefilled in line 7 even though I am entering the 1099R correctly. This problem happened last year.

Reporting on Form 1040 or Form 1040A line 7 is correct for distributions, usually under disability reported with code 3, made before the normal retirement date for your pension plan.  The line on which TurboTax places the distribution is determined by the answer you provide when TurboTax asks if the distribution was made before the normal retirement date for your plan.

2 Replies
Level 19

On form 1040, my pension info that should be on line 16a is being prefilled in line 7 even though I am entering the 1099R correctly. This problem happened last year.

what's your box 7 code number or letter...go check your form in the software...vs the paper form you received..
Level 20

On form 1040, my pension info that should be on line 16a is being prefilled in line 7 even though I am entering the 1099R correctly. This problem happened last year.

Reporting on Form 1040 or Form 1040A line 7 is correct for distributions, usually under disability reported with code 3, made before the normal retirement date for your pension plan.  The line on which TurboTax places the distribution is determined by the answer you provide when TurboTax asks if the distribution was made before the normal retirement date for your plan.