1099 disability retirement

jeanjam48 · ‎March 28, 2021

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

DanaB27 · ‎March 28, 2021

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.

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SweetieJean · ‎March 28, 2021

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.