Skip to main content
March 16, 2025
Question

My 1099R includes both my optional retirement pension and my 403(b). How can I separate them on TurboTax?

  • March 16, 2025
  • 1 reply
  • 0 views
Do I need two forms?

    1 reply

    SharonD007
    March 19, 2025

    No, don't separate the information that's on your 1099-R.  Enter your 1099-R exactly the way that it is.

     

    Refer to the TurboTax Help article Where do I enter my 1099-R? for navigation instructions.

    **Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"