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brackwa
New Member

line 5a form 1040 is not populating but line 5b is correct. any suggestions?

 
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1 Reply
JulieS
Expert Alumni

line 5a form 1040 is not populating but line 5b is correct. any suggestions?

Yes, this is correct if all of the pension and annuity payments are fully taxable. 

 

This is IRS instruction for line 5a: 

 

"If your pension or annuity is fully taxable, enter the total pension or annuity payments (from Form(s) 1099-R, box 1) on line 5b; don’t make an entry on line 5a."

 

Follow this link to see the full instructions for 1040. 

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