My pension was fully taxable last year and nothing is different this year, but the system is deeming it non-taxable. Why would it change?

[DoninGA]

On the Form 1099-R you received for the pension, is there an amount in box 2a for being taxable?

What is the code in box 7?

[taclark97]

Hi, thanks for helping. There is no amount in box 2a. Box 7 has a 7. 

[DoninGA]

If there is not an amount in box 2a, is one of the boxes in 2b checked?  If so, which one.

[taclark97]

Taxable amount not determined is checked.

[DoninGA]

Curious.  You say your prior year pensions were fully taxable.  Then more than likely on those Form 1099-R's there was a taxable amount in box 2a.  Did you change plan administrators for the your pension?  If not, it would seen that your 1099-R is not correct.

[taclark97]

The 1099R was the same for both years. That’s why it confused me. There has been nothing in 2a on either of them and no plan administrator change. 

[DoninGA]

After you complete the Form 1099-R the program takes you through several screens.  On the screen labeled Describe the Taxable Amount, select Yes, the amount in box 2a was used as the taxable amount.

[taclark97]

It takes me through situations (where non apply) and then to the simplified method used last year page, then verifies the info transferred from there. That’s all I get. I don’t see the part you are referring to at all. 

[DoninGA]

I am going to page one of our pension and retirement plan experts to see if they can assist.  It may be some time before they reply back.

@dmertz I could use your expertise on this issue.

[taclark97]

Thanks so much, it may be later before I see the reply as well.