You'll need to sign in or create an account to connect with an expert.
Enter the 1099-R as written and complete the follow up screens ...
Enter a 1099-R here:
Federal Taxes,
Wages & Income
I’ll choose what I work on (if that screen comes up),
Retirement Plans & Social Security,
IRA, 401(k), Pension Plan Withdrawals (1099-R).
OR Use the "Tools" menu (if online version under My Account) and then "Search Topics" for "1099-R" which will take you to the same place.
Be sure to choose which spouse the 1099-R is for if this is a joint tax return.
Be sure to pick the correct 1099-R type: Standard 1099-R, CSA-1099-R, CSF-1099-R, RRB-1099-R.
Why is Turbo Tax asking me "What Did You Do With The Money from BNY MELLON DISBURSEMENT AGENT?"
I didn't do anything with the money, I get paid monthly due to retirement.
TurboTax wants to know whether you moved the money into another retirement account. In that case, it would not be taxable.
Still have questions?
Questions are answered within a few hours on average.
Post a Question*Must create login to post
Ask questions and learn more about your taxes and finances.
eli-dansky
New Member
spanishnurse27
New Member
joshronabbott
New Member
emsolari02
Returning Member
tellianderson468
New Member