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New Member
posted Apr 13, 2025 2:29:34 PM

Hi. I have a 1099R form for my husband's annuity. Do I have to include the Line5 amount as taxable income?

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2 Replies
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.

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.  

 

On 1040 line 5,  line 5b is the taxable amount.