Turbo Tax problem

Rebelhut — Tue, 10 Mar 2026 22:32:15 GMT

The RMD distributions from my IRA show up in the summary form as Pension distributions.

Re: Turbo Tax problem

ThomasM125 — Tue, 10 Mar 2026 22:41:39 GMT

That can occur if you failed to designate the distribution reported on your Form 1099-R as an IRA distribution. You need to review your Form 1099-R entry made in the Retirement Plans and Social Security section, then IRA, 401-K, Pension Plan Withdrawals (1099-R). On the screen that says Enter your 1099-R details from (name of pension plan), check the box underneath box 7 where you see IRA/SIMPLE/SEP box is checked.

topic Turbo Tax problem in Retirement tax questions

Turbo Tax problem

Re: Turbo Tax problem