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Returning Member
posted Jan 16, 2023 7:44:14 AM

non-qualified pension income is correctly entered on W2 but foes not appear on form 1040

I entered my non-qualified pension income correctly.  It does not show up on form 1040. Last year it did show up. Problem?

 

0 3 1088
3 Replies
Level 15
Jan 16, 2023 8:09:05 AM
Expert Alumni
Jan 16, 2023 11:41:04 AM

Yes it may be a problem.  If you received a non-qualified pension payment (like from an annuity) you should receive a Form 1099-R, not a W-2.

 

To post the 1099-R

 

  1. Select Federal 
  2. Wages & Income 
  3. Select Wages and Salaries, or Revisit 
  4. Scroll to Retirement Plans and Social Security
  5. Select the type of income
    1. IRA, 401(k), Pension Plan Withdrawals (1099-R)
    2. Social Security (SSA-1099, RRB-1099)
    3. Canadian Registered Pension Income
  6. At this point you can edit an existing document of [Add another 1099-R]
  7. If a new 1099-R continue to Let's import your tax info
  8.  You can import by selecting your provider 
    1. Follow the instructions
  9.  or [Change how I enter my form]
  10. [Type it Myself]
  11. Post your information

Be sure to follow the interview carefully!

 

Level 15
Jan 17, 2023 6:04:54 AM

@JohnB5677 

 

You are posting in the wrong thread.  No one is looking here as this is an unused duplicate thread...it's already been dealt with, and some folks would suggest your answer might be misleading...........as already suggested...you need to go over here:

 

non-qualified pension income and W2...not reflected on form 1040 (intuit.com)