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January 30, 2025
Question

How do I report a 401A pension income that is reported on a 1099-R. It is a defined benefit plan from a local municipality. It is not a withdrawal RMD amount.

  • January 30, 2025
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    January 30, 2025

    When you enter the information from the 1099-R into TurboTax, are there any issues?

     

    Generally, the codes in box 7 tell TurboTax what it needs to know to handle your pension distribution.

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