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Level 2
posted Feb 14, 2024 12:35:22 PM

Missing 1099 entries

As others have noted, Lines 5a and 5b  entries are missing from the 1040 form despite having been filled out.

Went back into the application, and deleted/re added an entry, there was no change.

 

The dialog screens show the entries, but they DO NOT Appear on the 1040.

 

This is delaying filing.

0 5 541
2 Best answers
Level 15
Feb 14, 2024 12:39:42 PM

Is there an amount on Lines 4a and 4b?

 

My entries from a Form 1099-R for pension income is showing on both Line 5a and 5b using the 2023 Premier desktop edition for Windows.  This is because there were different amounts in box 1 and in box 2a on the 1099-R.

Level 15
Feb 14, 2024 12:47:42 PM

And if the taxable amount is the same as the gross amount then the "a" line  (4a/5a) will be blank.  What code is in box 7?  Was it for a Rollover to another account?  

5 Replies
Level 15
Feb 14, 2024 12:39:42 PM

Is there an amount on Lines 4a and 4b?

 

My entries from a Form 1099-R for pension income is showing on both Line 5a and 5b using the 2023 Premier desktop edition for Windows.  This is because there were different amounts in box 1 and in box 2a on the 1099-R.

Level 15
Feb 14, 2024 12:47:42 PM

And if the taxable amount is the same as the gross amount then the "a" line  (4a/5a) will be blank.  What code is in box 7?  Was it for a Rollover to another account?  

Level 2
Feb 14, 2024 1:30:01 PM

Box 7 contained a 7.

 

Seems a bit wrong to me.

Level 2
Feb 14, 2024 1:35:50 PM

lines 4a 4b &5a are all blank.

Level 15
Feb 17, 2024 10:37:45 AM

So you have an amount in line 5b?  That's right.  If line 5a is the as the taxable amount on 5b thdn 5a isn't filled in.