I enter my 1099-R for my pension in the same way I have for several years - but, for some reason TurboTax is treating it as non-taxable income which is incorrect.
Box 2a has the taxable amount and box 7 is 7
011171
1 Replies
BillM223
Expert Alumni
Jan 30, 2025 12:48:17 PM
So lines 5a and 5b on the 1040 both include the box 1 (or Box 2a) amount from the 1099-R?
Is there another entry in Box 7 besides the "7"?
Where there questions after you entered the 1099-R, like this was a QCD or an HSA Funding Distribution?