BillM223
Expert Alumni

Retirement tax questions

Is your pension reported on a 1099-R or another form like a CSA-1099-R?

 

What is the "taxable amount" in box 2a in the form above?

 

What are the amounts in boxes 5a, 5b, 6a, and 6b on the 1040?

 

What is your Adjusted Gross Income (line 11 on your 1040)?

What is your taxable income (line 15 on your 1040)?

Are any of the boxes on line 16 checked?

 

I just did a quick check, and in my test, if I had a CSA-1099-R (from the Office of Personnel Management), and I left box 2a blank, then it looked like it set the taxable income to 0. That's doesn't explain the SS payments, however.

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