Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
New Member
posted Mar 23, 2025 1:41:02 PM

How input tax free disability pension info into box 5a in turbo tax?

Can I enter an amount into a specific line - 5a- using turbo tax?

0 2 554
2 Replies
Level 15
Mar 23, 2025 1:49:39 PM

If you are receiving pension income, what form do you receive for the Income?  Form 1099-R, 1099-MISC, something else?

Expert Alumni
Mar 23, 2025 1:56:11 PM

What pension income are you receiving?  Are you referring to a foreign pension that may report a substitute 1099-R?

 

What would be the need to report the pension distribution on line 5a but not 5b?

 

I am only aware of an IRS from 1099-R  with code G for a rollover which would report a value on line 5a of the IRS form 1040 tax return and $0 on line 5b.

 

@florencebaird