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Annuity Distribution

I entered my 1099R from my annuity but in the review it is showing up as an IRA distribution. How do I change it?

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1 Reply
MonikaK1
Employee Tax Expert

Annuity Distribution

Return to the Income section and review your entries for this Form 1099R. If you are using TurboTax Online, click the pencil icon next to the item to edit it.

 

When you get to the screen that shows the individual line item entries, check to see whether the IRA box is checked (see screenshot below). If the box is checked, uncheck it and that should solve the Review issue.

 

 

 

See this TurboTax article for more information about Forms 1099-R.

 

 

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