Pensions Line51b 1040

Forum|Forum|1 year ago
February 9, 2025
3 replies
7 views

I have entered 3 1099Rs. 2 pensions and 1 IRA RMD. The sum of those 3 is correct and shown on line 5a 1040. But on line 5b shows a reduced taxable amount. I do know of any reason for any of it to be non taxable. Last years 1040 did not show 2 amounts, only an amount on 5b. Please help.

JohnB5677

Level 15

I suggest that you review your copies of 1099-R's and go back through what you posted you posted.

Since the total is correct that should not be the issue.
Is box 2a different than Box 1?
Check Box 7.
Is there anything other than a 7 in this box?
When you went through the interview did you enter any amount that was pre-tax amount?

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Swilk49Author

Level 2

One of the pensions shows TaxAmount in 2A as UNKOWN. The gross distribution in 1 is used as taxable amount. One 1099 Box 7 has 4. No mention of pre-tax amount