Form 1099R

[mhbresee]

I have input my 1099R distributions in Boxes 1 and 2.  In the past, these amounts have linked to Line 14 on Form 1040, Line 4 IRA Distributions as Gross and Taxable.   This year, they appear on Line 5 Pensions, Annuities...which they are not.   I have deleted the 1099R worksheet several times and reinput the numbers, and the amounts keep posting to Line 5, which is not the correct category.  How can I fix this, please?

[DanaB27]

If the distribution is from from an IRA then please make sure that IRA/SEP/SIMPLE box is checked when you enter your 1099-R:

1. Login to your TurboTax Account 
2. Click on the Search box on the top and type “1099-R”
3. Click on “Jump to 1099-R” and click "edit" next to the 1099-R
4. Verify that the IRA/SEP/SIMPLE box is checked

[mhbresee]

Thank you, Dana!!!  That worked!   Now, I need to figure out how to spread my distribution over 3 years re COVID disaster...  More research!

[ColeenD3]

You can use the actual form 8915-E to get a true idea of what you will be asked when filling out the form. 

Form 8915-E