topic How do I enter my 1099-R as income that I receive once a month in Get your taxes done using TurboTax

How do I enter my 1099-R as income that I receive once a month

ladyrider696 — Mon, 23 Feb 2026 09:43:40 GMT

Re: How do I enter my 1099-R as income that I receive once a month

Critter-3 — Mon, 30 Jan 2023 18:45:04 GMT

Enter the 1099-R as written and complete the follow up screens ...

Enter a 1099-R here:

Federal Taxes,
Wages & Income
I’ll choose what I work on (if that screen comes up),
Retirement Plans & Social Security,
IRA, 401(k), Pension Plan Withdrawals (1099-R).

OR Use the "Tools" menu (if online version under My Account) and then "Search Topics" for "1099-R" which will take you to the same place.

Be sure to choose which spouse the 1099-R is for if this is a joint tax return.
Be sure to pick the correct 1099-R type: Standard 1099-R, CSA-1099-R, CSF-1099-R, RRB-1099-R.

Re: How do I enter my 1099-R as income that I receive once a month

ladyrider696 — Mon, 30 Jan 2023 18:52:22 GMT

Why is Turbo Tax asking me "What Did You Do With The Money from BNY MELLON DISBURSEMENT AGENT?"

I didn't do anything with the money, I get paid monthly due to retirement.

Re: How do I enter my 1099-R as income that I receive once a month

ErnieS0 — Thu, 02 Feb 2023 00:21:59 GMT

TurboTax wants to know whether you moved the money into another retirement account. In that case, it would not be taxable.