BillM223
Expert Alumni

Retirement tax questions

Page 24 of the 1040 Instructions:

 

This for entries on line 1h on the 1040.

"• Disability pensions shown on Form 1099-R if you haven’t reached the minimum retirement age set by your employer. But see Insurance Premiums for Retired Public Safety Officers in the instructions for lines 5a and 5b. Disability pensions received after you reach minimum retirement age and other payments shown on Form 1099-R (other than payments from an IRA*) are reported on lines 5a and 5b. Payments from an IRA are reported on lines 4a and 4b."

 

So I don't know if I asked you, have you reached the minimum retirement age set by your employer? In other words, is your disability to be reported on 1h as Other Income or on lines 5a and 5b and pension distributions? The answer would certainly affect my test.

 

 

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