LindaS5247
Expert Alumni

Retirement tax questions

You are stating that both W-2's are coded exactly the same, but they just have different amounts and they are from different payers?

 

Nonqualified deferred pension and annuity income should be reported on Schedule 1 as "Other Income" on line 8t, and flow through to your Form 1040 onto line 8.

 

You can try deleting and reentering your Forms W-2.  This may fix the issue.  Also, after you delete them clear your cache and cookies.  Go out of the program and go back in and add the Forms W-2 again.

 

Both line 1a and Line 8 of Form 1040, are taxed the same so it will not have any affect on your refund/amount due. As long as you have entered your Forms W-2 exactly as they are shown, you should have no issues.  Keep all of your documents with your 2022 tax return information.

 

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