turbotax icon
turbotax icon
cancel
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

Yes No
worldtraverler
New Member

IRA

I have 2 form 1099R. Both are IRA distributions. 

One shows up on the form 1040 as and IRA distribution The other shows up has a pension distribution.

 

HOW DO I OVERIDE THE ONE THE PENSION LINE AND MOVE IT UP TO IRA   LINE 4B AND REMOVE IT FROM LINE 5B

posted
‎March 4, 2022 10:30 AM
last updated ‎March 04, 2022 10:30 AM
0
1
137
Reply
Bookmark Icon
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Reply
VolvoGirl
Level 15

IRA

Are you sure the other one is from an IRA?  Could it be from a 401K or annuity?  Check the 1099R.  There is a little IRA checkbox between boxes 7&8.  If that is not checked then DO NOT check it.  

 

1099R IRA box on Form.jpg

‎March 4, 2022 10:34 AM
0
130
Reply
Bookmark Icon

Still have questions?

Questions are answered within a few hours on average.

Post a Question

*Must create login to post

Featured forums
Taxes
Lower Debt
Investing
Self-Employed
All topics

Unlock tailored help options in your account.

Live Assisted: Get answers to all your tax questions! Our experts are available on-demand, no appointment needed. Get help all year long with TurboTax Live Assisted. Explore your options!
message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question

Related Content

azragj
meg-han77
kimwilliams919
user17727448620
wittpa