1099 R … Where did it go?

Forum|Forum|3 years ago
February 17, 2023
7 replies
67 views

I am having a problem in the TurboTax H&B. My only income is on a 1099R from my pension as disabled firefighter. In previous years, TT has placed this 1099R sum on line 5a on Form 1040.

But this year , TT is not generating my 1099 R on 1040 Line 5a.

It is not placing this sum anywhere on the 1040. Even after I finalize, TT states there are no errors but the 5a box is blank.

I ran my numbers twice, and finalized twice. Both times TT states there are no errors. But the form 1040 line 5a continues to be blank.

The 1099 R figures are not listed anywhere on the 1040 and TT states NO errors. I would appreciate any help you can give. Thank you.

TurboTax Home & Biz Windows

xmasbaby0

Level 15

To enter your retirement income, Go to Federal> Wages and Income>Retirement Plans and Social Security>IRA 401 k) Pension Plan Withdrawals to enter your 1099R.

Have you tried switching to Forms mode to see what is going on?

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**

Cally1Author

Level 2

I examined form 1099 – R and it appears to be filled out correctly with all sums included. Since this form is filled out correctly, shouldn’t it populate the 1040?

SteamTrain

Level 15

What was the code in box 7?

Certain codes in box 7 of the 1099-R can lead the $$ elsewhere...

A code "U" does that

I think certain disability codes in box 7, before Retirment age, might too. (but I'm not really knowledgeable on that situation)

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

SteamTrain

Level 15

@Cally1

You haven't said what's on line 5b.

At least this year, if all of the 1099-R is taxable , line 5a is being left blank, and the entire amount is put in line 5b.

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

Cally1Author

Level 2

5b is BLANK. 5b is zero also. Thank you for asking. I should have included that. Any suggestions?

VolvoGirl

Level 15

If you are under retirement age then disability pension can go to 1040 line 1 and count as earned income which qualifies for certain credits. Maybe in prior years it was coded or entered wrong and went on the pension line instead of with wages.