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Level 2
posted Jun 3, 2019 11:58:27 AM

Why is my Pension and Social Security coming up as earned income?

Why is my state pension and social security coming up as earned income?  This happens to me every year when I file my taxes.  I worked during 2017, collected a pension and collected Social Security.  Please help,  Thank you.

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1 Best answer
Level 15
Jun 3, 2019 11:58:31 AM

See your prior Q&A. I suspect you are entering them as wages by mistake.  What is the distribution code in Box 3 of the 1099-R?  Disability Pensions shown on Form 1099-R  are treated as wages if you have not reached the minimum retirement age set by your employer.

https://ttlc.intuit.com/questions/2974918-retirement-benefits-considered-adjusted-gross-income-on-li...

4 Replies
Level 9
Jun 3, 2019 11:58:29 AM

Why do you think it is showing up as Earned Income?

What forms did you enter into TurboTax for that income?

Which lines on Form 1040 is that income showing on?

Level 15
Jun 3, 2019 11:58:30 AM

Do you really meanTaxable income?

Level 15
Jun 3, 2019 11:58:31 AM

See your prior Q&A. I suspect you are entering them as wages by mistake.  What is the distribution code in Box 3 of the 1099-R?  Disability Pensions shown on Form 1099-R  are treated as wages if you have not reached the minimum retirement age set by your employer.

https://ttlc.intuit.com/questions/2974918-retirement-benefits-considered-adjusted-gross-income-on-li...

Level 15
Jun 3, 2019 11:58:32 AM

Enter the 1099-R here: Federal Taxes; Wages and Income; Retirement.
Enter the SSA-1099 here: Federal Taxes; Wages and Income; Retirement; Social Security.