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New Member
posted Apr 17, 2023 9:25:12 PM

I think there is an error in this program, it's showing I have an amount in taxable retirement income when I thought it was $0 and the number doesn't match anything I see

0 2 259
2 Replies
Expert Alumni
Apr 18, 2023 8:00:04 AM

Please check the retirement section if you have a Form 1099-R entry. If you didn't take any distributions in 2022 then delete any Form 1099-R listed:

 

  1. Click "Wages & Income" (under Federal) on the left
  2. Scroll down and click "Show more" next to "Retirement Plans and Social Security"
  3. Scroll down and click "Start/Edit" next to "IRA, 401(k), Pension Plan (1099-R)" 
  4. Click "Delete" next to Form 1099-R

 

 

New Member
Apr 18, 2023 8:52:42 AM

Thanks for replying. I wasn't thinking straight at 2am. I couldn't look at the supporting schedules because I didn't pay yet. Not sure if I could pay, then wait to file while I research this and look at the supporting schedules in tools. So I took a look at the 1099-R's I had. Turns out the taxable box was filled in and added up to that amount. I just started receiving a pension last year and didn't think it was taxable on the federal form even though I knew retirement wasn't taxed in PA.