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peabody3261
Returning Member

Somehow my 1099's were placed on the pensions and annuities line. I have no pension or annuity.How can I correct this?

it was entered on line 5b, instead of line 6b! this has caused a desrepancy.
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3 Replies

Somehow my 1099's were placed on the pensions and annuities line. I have no pension or annuity.How can I correct this?

You probably entered the Social Security benefits received from a Form SSA-1099 in the section for pensions and annuities, Form 1099-R.

 

Delete the Form 1099-R that you entered and enter the SSA-1099 correctly.

To enter, edit or delete a form 1099-R -

  • Click on Federal Taxes (Personal using Home and Business)
  • Click on Wages and Income (Personal Income using Home and Business)
  • Click on I'll choose what I work on (if shown)
  • Scroll down to Retirement Plans and Social Security
  • On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button

Or enter 1099-r in the Search box located in the upper right of the program screen. Click on Jump to 1099-R

 

To enter Social Security benefits reported on form SSA-1099

  • Click on Federal Taxes (Personal using Home and Business)
  • Click on Wages and Income (Personal Income using Home and Business)
  • Click on I'll choose what I work on (if shown)
  • Scroll down to Retirement Plans and Social Security
  • On Social Security (SSA-1099, RRB-1099), click the start or update button

Or enter ssa-1099 in the Search box located in the upper right of the program screen. Click on Jump to ssa-1099

 

Somehow my 1099's were placed on the pensions and annuities line. I have no pension or annuity.How can I correct this?

@peabody3261 

 

Did the IRS send a CP2000 notice ? 

Somehow my 1099's were placed on the pensions and annuities line. I have no pension or annuity.How can I correct this?

Did you already file it wrong?  You may need to amend.  But do not amend until the IRS is done processing the first return.   They may change it for you.  They might see it's missing from line 6 but also might not see that line 5b is too much.  

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