The program is counting my pension twice.What am I doing wrong

[xmasbaby0 · Accepted solution]

Where did you enter it?  Do not enter your pension as a W-2.  Go to  Federal> Wages and Income>Retirement Plans and Social Security>IRA  401 k) Pension Plan Withdrawals to enter your 1099R.

[kjreed0]

My pension income 1099-r is entered in the same location as My IRA 1099-r, The box after box 7 is blank just as my 2021 return.  This year line 4a includes IRA and Pension amounts and line 5a lists the pension total as it should have.  Line 4a should not include line 5a total  How do I fix this  I checked my 2021 statement and that year pension was not included in 4a totals.  Help!!

[BrittanyS]

I am not able to duplicate your issue.  It would be helpful to have a TurboTax token.  The token provides a sanitized version of your return.  We will be able to see the numbers but not any personal information such as your name, SSN, or address.  

If you would like to do this, here are the instructions: 

In TurboTax Online, go to the black panel on the left side of your program and select Tax Tools. 

1. Then select Tools below Tax Tools. 
2. A window will pop up which says Tools Center.  
3. On this screen, select Share my file with Agent. 
4. You will see a message explaining what the diagnostic copy is.  Click okay through this screen, and you will get a Token number. 

In TurboTax CD/Download versions, go to the black panel on your screen and select Online. 

1. Scroll down and select Send tax file to Agent. 
2. You will see a message explaining what the diagnostic copy is.  Click send through this screen, and you will get a Token number. 

Reply to this thread with your Token number. 

We will then be able to see precisely what you are seeing, and we can determine what exactly is going on in your return and provide you with a resolution.