Hi. I have a 1099R form for my husband's annuity. Do I have to include the Line5 amount as taxable income?
02616
2 Replies
MaryK4
Expert Alumni
Apr 13, 2025 2:32:34 PM
Yes, Line 5 is the amount that your husband's prior employer paid for health insurance. There is an exclusion of $3000 if he was a public safety officer.
VolvoGirl
Level 15
Apr 13, 2025 2:33:04 PM
Box 5 on the 1099R? You have to enter the 1099R exactly as shown with all the boxes. Usually box 5 is the difference between box 1 and box 2a and will not be taxable.