Question about 1099-R Distribution from a Pension

Forum|Forum|1 year ago
March 16, 2025
2 replies
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I received a 1099-R form for a monthly pension from that new jersey taxes are taken from each month. I need to pick a source of this distribution. I assumed that I should pick The general rule pension or 401-k benefits. It was not a 401 distribution, but a 403b distribution from a non profit that is sent on a regular monthly basis.

Thank you.

mglauner

If your pension is from a 403b plan, on the 'Where is this distribution from?' page choose 'None of the above'. Your State Distribution amount and tax paid will be displayed in the boxes below this.

On the next page, 'Was this Distribution from a Qualified Plan?' select Qualified Plan. On the next page, select 'Yes, this is from a 403b.'

You may be asked about RMD. If you know your RMD amount, you can enter it, or you can enter an amount equal to or less than your distribution (or $0).

Continue through the rest of the screens to the end of the section and you should be all set. If you get an error, you can delete your 1099-R entry and re-enter it. If you're using TurboTax Online, clear your Cache and Cookies first.

@CTAT1987