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Level 2

Question

Why does the program not use my taxable amount of my pension when figuring my income?

Forum|Forum|4 years ago
February 1, 2022
1 reply
0 views

tax program keeps adding in the amount in box 5 of insurance premiums that I already paid for which is why the payor subtracts them from the gross distribution. Why is the taxable amount reported not transferring over to the turbo tax entry.

TurboTax Deluxe Online

Level 15

The tax treatment of your pension distribution as reported on form 1099-R is more dependent on the entries in boxes 1 to 4 and on line 7 of your form 1099-R. If you post those entries we can help you better.

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Alumni - Champ

If you imported the 1099-R, try deleting it and then entering it manually.