turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

Dan has 2 1099's, one is his Social Security Benefit Statement and the other is 1099-R is his Teamster's Pension Trust

Both of the income from the 1099's isn't  counted as "income", it is shown on lines 5a and 6a, these are shown as not Taxable amount.  
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

3 Replies
HelenC12
Expert Alumni

Dan has 2 1099's, one is his Social Security Benefit Statement and the other is 1099-R is his Teamster's Pension Trust

This is a tax advise forum. What is your question?

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

Dan has 2 1099's, one is his Social Security Benefit Statement and the other is 1099-R is his Teamster's Pension Trust

Both of these are not Taxable  

Dan has 2 1099's, one is his Social Security Benefit Statement and the other is 1099-R is his Teamster's Pension Trust

Do you have a question about them?  If they are not taxable then they will not be on line 5b and 6b.  Should they be taxable?

 

If you are looking at an income summary screen or review screen those show the full amount as income and lump a lot of stuff together. You need to check the actual 1040 form and make sure it’s right. For 1099R check 1040 line 4b or 5b for any taxable amount.  If it was a rollover it should say ROLLOVER by the “b” line. 

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
Manage cookies