Retirement tax questions


@dangreisen wrote:

The Box 7 on my 1099R has 3 in it. This is not Military or VA disability. I was a State Trooper who was totally disabled in the line of duty after only 10 years of service.

Have had to deal with this tax issue on several occasions over the last twenty years and have always been told," sorry, our mistake" by tax pros or Revenue Agents.


Understand.  And I am not disagreeing with you.  It is just outside my area of expertise on how this should be handled in the TurboTax program.

With a code of 3, meaning Disability, the program will enter your distribution from box 2a as Other Earned Income on the Form 1040 Line 1h if you have not yet reached minimum retirement age.

 

As a Viet Nam veteran myself, I can only give a heartfelt Thank You for Your Service.

Hopefully, our expert @dmertz will be able to resolve this issue.