topic Re: Somehow my 1099's were placed on the pensions and annuities line. I have no pension or annuity.How can I correct this? in Retirement tax questions

Somehow my 1099's were placed on the pensions and annuities line. I have no pension or annuity.How can I correct this?

peabody3261 — Tue, 10 Mar 2026 05:54:12 GMT

it was entered on line 5b, instead of line 6b! this has caused a desrepancy.

Re: Somehow my 1099's were placed on the pensions and annuities line. I have no pension or annuity.How can I correct this?

DoninGA — Sat, 06 Aug 2022 23:02:13 GMT

You probably entered the Social Security benefits received from a Form SSA-1099 in the section for pensions and annuities, Form 1099-R.

Delete the Form 1099-R that you entered and enter the SSA-1099 correctly.

To enter, edit or delete a form 1099-R -

Click on Federal Taxes (Personal using Home and Business)
Click on Wages and Income (Personal Income using Home and Business)
Click on I'll choose what I work on (if shown)
Scroll down to Retirement Plans and Social Security
On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button

Or enter 1099-r in the Search box located in the upper right of the program screen. Click on Jump to 1099-R

To enter Social Security benefits reported on form SSA-1099

Click on Federal Taxes (Personal using Home and Business)
Click on Wages and Income (Personal Income using Home and Business)
Click on I'll choose what I work on (if shown)
Scroll down to Retirement Plans and Social Security
On Social Security (SSA-1099, RRB-1099), click the start or update button

Or enter ssa-1099 in the Search box located in the upper right of the program screen. Click on Jump to ssa-1099

Re: Somehow my 1099's were placed on the pensions and annuities line. I have no pension or annuity.How can I correct this?

Critter-3 — Sat, 06 Aug 2022 23:51:53 GMT

@peabody3261

Did the IRS send a CP2000 notice ?

Re: Somehow my 1099's were placed on the pensions and annuities line. I have no pension or annuity.How can I correct this?

VolvoGirl — Sun, 07 Aug 2022 02:08:12 GMT

Did you already file it wrong? You may need to amend. But do not amend until the IRS is done processing the first return. They may change it for you. They might see it's missing from line 6 but also might not see that line 5b is too much.