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Intuit has put my 1099R Annuity from Office of Personnel Mgt. under Other Income (Line 1h) rather than under Pensions and Annuities (line 5a). How do I fix this?

 
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Accepted Solutions
dmertz
Level 15
Intuit Approved! This answer has been verified for accuracy by an Intuit expert employee

Intuit has put my 1099R Annuity from Office of Personnel Mgt. under Other Income (Line 1h) rather than under Pensions and Annuities (line 5a). How do I fix this?

The taxable amounts paid as disability payments before the normal retirement date for the plan are required to be reported on line 1h, not on line 5a/b.  If this was not a disability payment received before the normal retirement date, either edit this 1099-R and correct your answers to the related questions or delete and reenter the 1099-R, making sure to answer the follow-up questions correctly.

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1 Reply
dmertz
Level 15
Intuit Approved! This answer has been verified for accuracy by an Intuit expert employee

Intuit has put my 1099R Annuity from Office of Personnel Mgt. under Other Income (Line 1h) rather than under Pensions and Annuities (line 5a). How do I fix this?

The taxable amounts paid as disability payments before the normal retirement date for the plan are required to be reported on line 1h, not on line 5a/b.  If this was not a disability payment received before the normal retirement date, either edit this 1099-R and correct your answers to the related questions or delete and reenter the 1099-R, making sure to answer the follow-up questions correctly.

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