Retirement tax questions

You mentioned that that there is an amount on Line 1h of the Form 1040.  That could be because this was a Disability pension shown on Form 1099-R if you haven’t reached the minimum retirement age set by your
employer.  That would have a code of 3 in box 7.

 

If this is not a disability pension -

 

On Form 1040, Line 5a should show the same amount as is on the Form 1099-R box 1 if the amount in box 2a is different than box 1.  The amount from box 2a on the 1099-R should flow to the Form 1040 Line 5b.