topic I have a 1099R with a gross distribution, but not taxable income. Should I enter it? in Retirement tax questions

I have a 1099R with a gross distribution, but not taxable income. Should I enter it?

tppritch6273 — Wed, 11 Feb 2026 04:05:38 GMT

Re: I have a 1099R with a gross distribution, but not taxable income. Should I enter it?

CatinaT1 — Thu, 08 Feb 2024 15:54:27 GMT

Your distribution amount will be listed in box 1. In box 2 is the taxable amount. Does this say $0 in box 2? There is also a check box if taxable amount was not determined.

You do need to enter it, but TurboTax will guide you to show as non-taxable if it indeed is.

Re: I have a 1099R with a gross distribution, but not taxable income. Should I enter it?

xmasbaby0 — Thu, 08 Feb 2024 15:56:06 GMT

Yes---you must enter your 1099R.

To enter your retirement income, Go to Federal> Wages and Income>Retirement Plans and Social Security>IRA 401 k) Pension Plan Withdrawals to enter your 1099R.