I contributed 299.28 / year for yeara toward my pension and GE says that amount is non taxable. TTX now says it is taxable just this year, but never before. What gives?

lightft — Wed, 18 Feb 2026 00:12:56 GMT

I worked for GE for 18 years. 28 years later, my total contributions somehow becomes taxable all in one year? TTX system says I have to use the Simplified Method. The taxable amount this year is within a few hundred dollars of my entire annual pension. I don't smoke or drink but I think the programmer for this section just might? How do I fix this and how do I find out what others think?

Re: I contributed 299.28 / year for yeara toward my pension and GE says that amount is non taxable. TTX now says it is taxable just this year, but never before. What gives?

SteamTrain — Wed, 18 Feb 2026 00:34:41 GMT

@lightft

On your 1099-R....did you have a value listed in box 2a that is somewhat lower than box 1 (but not blank)?

IF so, you may have answered NO to a follow-up question where you should have answered YES

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If your box 2a has a non-zero number in it..(not blank, nor marked as undetermined), and that number is somewhat lower than the box 1 number, due to an after-tax contribution amount that is noted in box 5...then edit that retirement form again, and when you get to the following page (below), answer it as-if the displayed edits were present (i.e. you needed to answer YES).

Answering YES will use the box 2a $$ amount on your for 1040. Check lines 5a and 5b before and after entering that 1099-R.

(But if you answered No, and already entered some $$ in the "General" or "Simplified" calculation area ,you might need to delete your 1099-R first and re-enter it from scratch...not sure of that though)

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topic I contributed 299.28 / year for yeara toward my pension and GE says that amount is non taxable. TTX now says it is taxable just this year, but never before. What gives? in Retirement tax questions

I contributed 299.28 / year for yeara toward my pension and GE says that amount is non taxable. TTX now says it is taxable just this year, but never before. What gives?

Re: I contributed 299.28 / year for yeara toward my pension and GE says that amount is non taxable. TTX now says it is taxable just this year, but never before. What gives?