topic Re: IRA Distribution in Get your taxes done using TurboTax

IRA Distribution

hmfic2134 — Tue, 10 Feb 2026 10:51:33 GMT

I have entered my IRA distribution and taxable amount on the worksheet and its being reflected on the tax return as a Pension distribution. How do I get it reflected as an IRA distribution?

Re: IRA Distribution

DanaB27 — Sun, 25 Feb 2024 12:10:12 GMT

Please go back to the 1099-R section and verify that you checked the IRA/SEP/SIMPLE box:

Click "Federal Taxes" on the top and select "Wages & Income"
Click "I'll choose what to work on"
Scroll down and click "Update" next to "IRA, 401(k), Pension Plan (1099-R)"
On the "Your 1099-R Entries" screen click "edit"
Verify that the IRA/SEP/SIMPLE box is checked (under the box 7 entry)

Re: IRA Distribution

Mike9241 — Sat, 24 Feb 2024 21:00:37 GMT

the IRA box must be checked on the Turbotax form.

Re: IRA Distribution

hmfic2134 — Sat, 24 Feb 2024 22:05:51 GMT

After "Edit" what do I enter on the 2023 worksheet to move my IRA distribution and taxable portion from Line 5a (Pension) to Line 4a (IRA Distributions ), I appear to have entered all the info but my IRA distribution keeps being reflected on Page 1 of the 2023 Individual tax return on Line 5a as contrasted to Line 4a.

Re: IRA Distribution

DanaB27 — Sun, 25 Feb 2024 20:09:12 GMT

When you are on the "Enter your 1099-R" screen (follow the steps mentioned above) scroll down and make sure that the IRA/SEP/SIMPLE box is checked (under the box 7 entry). Then TurboTax will list your distribution on line 4 of Form 1040.