Where Is This Distribution From?

[Brian96830]

I have an IRA that I took a qualified distribution from.
The IRA is from a 401k that I rolled over three years ago.

What answer do I choose when asked "Where Is This Distribution From?"
The word "Other" is confusing me in the second choice. Otherwise
I'm pretty sure I chose "Other IRA distribution"

Pension rollover account
Other IRA distribution
Neither of the above

[JohnB5677 · Accepted solution]

As you describe it the distribution was definitely from the IRA. 

I expect that you received a 1099-R detailing this transaction. There is a check box inside of Box 7 that says IRA/ SEP SIMPLE.  If it is checked, you should not get that question.

This is how to post a 1099-R

1. Login to your TurboTax Account 

2. Click "Wages & Income" on the top

3. Scroll down to  "IRA, 401(k), Pension Plan Withdrawals (1099-R)" 

4. Answer "Yes" to the question "Did You Have Any of These Types of Income?"

5. Click "I'll Type it Myself"

6. Choose "Form 1099-R, Withdrawal of Money from 401(k) Retirement Plans, Pensions, IRAs, etc."

7. Click "Continue"

8. From here TurboTax will walk you through entering your Form 1099-R

Once you complete the first one you can Add Another 1099-R

[Brian96830]

Thanks!

Odd that Box 7 that says IRA/ SEP SIMPLE was checked and I still got that question.

[terimac4]

I also checked that box and am getting a screen that says "where is this distribution from?" I marked none of the above but do I leave the distribution amount box blank since I didn't take the distribution? I just rolled it over.

It has the state distribution amount

any withholding

and the state ID no

Do I leave all blank if I didn't receive any cash?

[BillM223]

""where is this distribution from?" " - Is this question in reference to a state? IN the 1099-R interview, there are a lot of questions that concerns states.

Or does your screen look like this:

If you did a rollover, and the distribution was from a traditional IRA, then check the first radio button, and proceed to this screen:

Check that you rolled over the money...

[terimac4]

My screen looks different. I think I figured it out, but it was confusing. It didn't ask me if I rolled it over into a traditional, just asked if it was a Roth, which I said no to. Then it asked which state it came from and how much. 

[BillM223]

Yeah, that screen was from the desktop product. There are often three or four variations of screens based on the product.

But now it sounds like it was a state screen inserted in the federal 1099-R interview, to find out if the pension/annuity/IRA distribution should be adjusted for the state.