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2 replies

ColeenD3
Level 15
March 13, 2021

Please see the steps below. Both pensions and IRAs can be entered here.

 

The 1099 R will be entered in the Retirement Plans and Social Security section.
• Select Federal Taxes
• Select Wages and Income
• Select Show More at Retirement Plans and Social Security
• Select IRA, 401(k), Pension Plan Withdrawals (1099-R)

 

VolvoGirl
Level 15
March 13, 2021

Are you asking because it is on line 5b but not on 5a?  If the taxable amount on 5b is the same as the gross distribution on 1099R box 1 then it doesn't show the amount on 5a.