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why all these questions on my pension that I never had befor - i have no answers...things like plan cost death benefit?

i have a monthly pension for the past 24 years - a tiny amount has always been tax deductible and i never had a zillion questiosd
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Accepted Solutions
JamesG1
Expert Alumni

why all these questions on my pension that I never had befor - i have no answers...things like plan cost death benefit?

Does your IRS form 1099-R include an amount in box 1 and box 2a?  If so, at the screens titled Annuity information, you may report the amount in box 2a as the taxable amount. 

 

At the question, For the years you received these distributions, was the total amount shown in the form the amount you paid tax on?, select Yes

 

The box 2a amount will be reported as the Taxable amount.


 

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**Mark the post that answers your question by clicking on "Mark as Best Answer"

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1 Reply
JamesG1
Expert Alumni

why all these questions on my pension that I never had befor - i have no answers...things like plan cost death benefit?

Does your IRS form 1099-R include an amount in box 1 and box 2a?  If so, at the screens titled Annuity information, you may report the amount in box 2a as the taxable amount. 

 

At the question, For the years you received these distributions, was the total amount shown in the form the amount you paid tax on?, select Yes

 

The box 2a amount will be reported as the Taxable amount.


 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

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