When using Step-by-Step, TurboTax combines the IRA Distribution and the Pension Income to Line 5b of the 1040 form. I would think that the IRA Distribution should be reported on Line 4b and the Pension Income on Line 5b. These should not be combined. I consider this a bug.
Did you receive two Form 1099-R's. One for a Pension and one for a distribution from an IRA?
If so -
If your distribution in 2021 was from an IRA then you needed to check the box for IRA/SEP/SIMPLE on the TurboTax Form 1099-R. Then the taxable amount would be on Form 1040 Line 4b.
If your distribution in 2021 was from a Pension then the taxable amount will be shown on Form 1040 Line 5b.
Our experts are available on-demand, no appointment needed. Get help all year long with TurboTax Expert Assist.
Explore your optionsEnter your E-mail address. We'll send you an e-mail with instructions to reset your password.
©1997-2026 Intuit, Inc. All rights reserved.
Intuit, QuickBooks, QB, TurboTax, Credit Karma, and Mailchimp are registered trademarks of Intuit Inc. Terms and conditions, features, support, pricing, and service options subject to change without notice.
Security Certification of the TurboTax Online application has been performed by C-Level Security.
By accessing and using this page you agree to the Terms of Use.
© 2026 Intuit Canada ULC or its affiliated companies. All rights reserved. Intuit, QuickBooks, QB, TurboTax and ProFile are registered trademarks of Intuit Inc. Terms and conditions, features, support, pricing, and service options subject to change without notice.
Copyright © Intuit Canada ULC, 2026. All rights reserved.
© 2026, Entreprises Intuit Canada ULC ou ses sociétés affiliées. Tous droits réservés. Intuit, QuickBooks, QB, TurboImpôt et ProFile sont des marques déposées d’Intuit Inc. Les modalités, prix, fonctions et options de service et de soutien peuvent changer sans préavis.
© 2026, Entreprises Intuit Canada ULC. Tous droits réservés.
