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New Member
posted Apr 9, 2025 4:23:36 PM

Does Taxable Pension Distribution include other venues besides your basic pension?

The taxable amount on my 1099-R does not match the taxable pension distribution given by Turbotax

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1 Replies
Level 15
Apr 9, 2025 4:29:29 PM

The taxable amount shown in box 2a of the Form 1099-R should be the same amount that is shown on your federal tax return Form 1040 on Line 4b if from an IRA or on Line 5b if from a pension or annuity.

 

Click on Tax Tools on the left side of the online program screen. Click on Tools. Click on View Tax Summary. Click on Preview my 1040 on the left side of the screen.