1099-R Taxable amount not determined

[PastorTJ]

I am a retired pastor and receive a 1099-R for my pension withdrawals. The 2b box is checked indicating Taxable Amount Undetermined.

The funds I receive from the pension fund are allowed to be treated as housing allowance if supported by actual expenses of operation of a home. When I input the 1099-R information I am not directed to any means to indicate this is housing allowance and not taxable. 

Any help would be greatly appreciated. 

[MinhT1 · Accepted solution]

Upon retirement, the IRS allows credentialed ministers of all established church denominations to declare a housing allowance on distributions from their retirement accounts. That means the portion of your distributions used for housing expenses is excludable from gross income for income tax purposes.

TurboTax has a Help article to guide you in excluding your housing allowance from your retirement distribution.

Please follow the instructions in this TurboTax Help article.

[PastorTJ]

Thanks for your help! I got it done and taxes turned in today.