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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.
April 26, 2025
12:42 PM