Open TurboTax

Why sign in to the Community?

  • Submit a question
  • Check your notifications
or and start working on your taxes
Announcements
Still need to file? Our experts can get your taxes done right. Get started >
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

cancel
Showing results for 
Search instead for 
Did you mean: 
SubiChick
Returning Member

Why is 1099-R for Retirement (Disability) Not Populating in Form 1040, Line 11b?

Have had a 1099-R for Retirement since 2013. Box 2a Taxable Amount always = $0, Box 7 Distribution Code is 3 (Disability). Entered all information as indicated and there is usually a minimal amount in Box 5 Employee Contribution, and always mark "Under minimum retirement age".

 

For 2019 return, IRS just notified me this income is taxable income (now I owe more), but when I entered the 1099-R Retirement amount I received, it does/or did not populate in Form 1040, line 11b. Why is this?

3 Replies
VolvoGirl
Level 15

Why is 1099-R for Retirement (Disability) Not Populating in Form 1040, Line 11b?

What year?  If you were under full retirement age then code 3 disability should go up on the Wages line.  Since box 2a was zero you might have needed to leave it blank not enter 0.

SubiChick
Returning Member

Why is 1099-R for Retirement (Disability) Not Populating in Form 1040, Line 11b?

This is for 2019 return. I entered it as indicated for form 1099-R (boxes 1-17, where box 7 indicates Distribution Code "3" for disability) and I made sure I marked that I am under retirement age. Is there a glitch in the online system perhaps? By answering the under retirement age, I would think this would automatically push the gross distribution to Form 1040, Line 11b, but it doesn't.

Critter-3
Level 15

Why is 1099-R for Retirement (Disability) Not Populating in Form 1040, Line 11b?

You must leave box 2a blank even if there is a zero on the form especially if box 2b is checked.  

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
message box icon

Ready to start your taxes?

Hand off your taxes, get expert help, or do it yourself.

See Pricing
Manage cookies
v
ABCDEFGHIJKLMNOPQRSTUVWXYZabcdefghijklmnopqrstuvwxyz0123456789-_~