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Get your taxes done using TurboTax
Lines 5a/5b of Form 1040 includes distributions from insurance plans and nonqualified annuities, so that's where this needs to appear by entering the Form 1099-R into TurboTax. If the taxable amount on line 2a is zero, it won't have any tax consequences because there would be nothing to include on Form 1040 line 5b.
‎February 21, 2025
4:51 PM