Vanessa A
Expert Alumni

Retirement tax questions

According to the IRS, you are correct, if he is receiving retirement disability income prior to reaching retirement age, it would be considered earned income. 

 

If your 1099-R is incorrect, you will need to fill our form 4852 to report to the IRS that it is incorrect.  You can do this in TurboTax by using the jump to search link and searching for form 4852.

 

In the meantime, to enter it as disability income, you can select

  •  Income
  • Less Common Income
  • Miscellaneous Income
  • Other Income not already reported on a Form W-2 or 1099
  • Yes, to did you receive any other wages
  • Then enter the amount in the spot for sick or disability pay.  This will put it on line 1 h of your 1040 for Other Earned Income. 

When you include form 4852 with your return, you will need to print and mail your return.  

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