Turbo Tax online asks when my pension payment started. Should I enter Jan.1 2025? I have been receiving this every month, but I don't know when started.

Forum|Forum|3 months ago
April 15, 2026
1 reply
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I'm working the last minuted 1040EZ for 2025, on receiving monthly pension payments. But I don't know when it started, though I'm being asked on Turbotax Online. there is no cost to this pension service.What should I enter?

TurboTax Online

SteamTrain

Level 15

@john.55john

Unfortunately, the question in the interview is misleading for your situation...

If your box 2a has a non-zero number in it..(not blank, nor marked as undetermined), and that number is somewhat lower than the box 1 number, due to an after-tax contribution amount that is noted in box 5...then edit that retirement form again, and when you get to the following page (below), answer it as-if the displayed edits were present (i.e. you needed to answer YES).

Answering YES will use the box 2a $$ amount on your for 1040. Checking lines 5a and 5b on your form 1040, before and after entering that 1099-R, and the 5b amount should be lower than line 5a.

(But if you answered No, and already entered some $$ in the "General" or "Simplified" calculation area ,you might need to delete your 1099-R first and re-enter it from scratch)

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