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Retirement tax questions
The pension was reported on the 2021 Federal 1040 tax return only on line 5a. This tells me that the pension was reported on IRS Form 1099-R and only reported a value in box 1.
The pension is reported on the 2022 Federal 1040 tax return on line 5b because there is a value in box 1 and box 2a.
Is that what you are seeing on the paperwork?
[Edited 2/8/2023 | 2:00 pm PST]
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‎February 8, 2023
1:53 PM