topic 1099 disability retirement in Deductions & credits

1099 disability retirement

jeanjam48 — Sun, 28 Mar 2021 13:48:47 GMT

line 2a taxable income unknown is typed in the box , which numbers should I used for taxable income.

Re: 1099 disability retirement

DanaB27 — Sun, 28 Mar 2021 14:05:20 GMT

Please leave 2a blank when entering your 1099-R. TurboTax will guide you through the interview to determine the taxable amount.

Also, please verify if you have a CSA 1099-R instead of a regular 1099-R that you checked the correct box on the "Tell us which 1099-R you have" screen.

Re: 1099 disability retirement

SweetieJean — Sun, 28 Mar 2021 14:15:49 GMT

Also be aware that this income could end up on Line 1 (Wages) of your tax return if it is a Disability pension (shown on Form 1099-R) if you haven’t reached the minimum retirement age set by your employer.