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MichaelJMaggio
Level 2
January 27, 2021
Question

Tax Free Pension

My wife and I both have Tax Free disability pensions from public service jobs. It is saying we owe, where we shouldn't owe any taxes.

    5 replies

    ToddL99
    Alumni - Intuit
    January 27, 2021

    How are these pension payments reported to you? Form 1099-R or something else?  If a 1099-R, what is showing in Boxes 1, 2a and 2b?

    MichaelJMaggioAuthor
    Level 2
    January 27, 2021

    It’s a 1099R 

    box 1 has income 

    box 2B Taxable amount not determined marked

    box 7 is marked 3

    Thank you in advance.

    ToddL99
    Alumni - Intuit
    January 27, 2021

    And, without proving any personally identifiable information (e.g. name or SSN), why do you consider it non-taxable? Retirement benefits paid early because of a disability are not generally tax-free - they are treated a bit differently, but are still taxable.

     

    Who was your employer? Who is making the payments? How long have you been receiving them?

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