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Retirement tax questions
TT did it correctly. Per the IRS: Line 1 includes disability pensions shown on Form 1099-R if you haven’t reached the minimum retirement age set by your employer.
https://www.irs.gov/pub/irs-pdf/i1040gi.pdf at page 27.
That is why it is important to enter the forms (such as a 1099-R) via the interview, and not directly on the tax form itself.
June 3, 2019
1:14 PM