IRA Distribution

[hmfic2134]

I have entered my IRA distribution and taxable amount on the worksheet and its being reflected on the tax return as a Pension distribution.  How do I get it reflected as an IRA distribution?

[DanaB27]

Please go back to the 1099-R section and verify that you checked the IRA/SEP/SIMPLE box:

1. Click "Federal Taxes" on the top and select "Wages & Income"
2. Click "I'll choose what to work on"
3. Scroll down and click "Update" next to "IRA, 401(k), Pension Plan (1099-R)" 
4. On the "Your 1099-R Entries" screen click "edit"
5. Verify that the IRA/SEP/SIMPLE box is checked (under the box 7 entry)

[Mike9241]

the IRA box must be checked on the Turbotax form. 

[hmfic2134]

After "Edit" what do I enter on the 2023 worksheet to move my IRA distribution and taxable portion from Line 5a (Pension) to Line 4a (IRA Distributions ),  I appear to have entered all the info but my IRA distribution keeps being reflected on  Page 1 of the 2023 Individual tax return on Line 5a as contrasted to Line 4a.

[DanaB27]

When you are on the "Enter your 1099-R" screen (follow the steps mentioned above) scroll down and make sure that the IRA/SEP/SIMPLE box is checked (under the box 7 entry). Then TurboTax will list your distribution on line 4 of Form 1040.