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Why is Turbo Tax counting my wife's disability income as wages and salaries?

I don't know why it would be any different than last year!
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Why is Turbo Tax counting my wife's disability income as wages and salaries?

IRS Form 1040 Instructions page 25 - https://www.irs.gov/pub/irs-pdf/i1040gi.pdf#page=25

Disability pensions shown on Form 1099-R if you haven’t reached the minimum retirement age set by your
employer are entered as income on Form 1040 Line 1h

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8 Replies

Why is Turbo Tax counting my wife's disability income as wages and salaries?

What form is the disability income being reported?

Why is Turbo Tax counting my wife's disability income as wages and salaries?

1099R

Why is Turbo Tax counting my wife's disability income as wages and salaries?


@miles-raven wrote:

1099R


A Form 1099-R is used to report pension/retirement income or a withdrawal from an IRA or an annuity.  It is taxable income.

Or is the form a SSA-1099 or RRB-1099?

Why is Turbo Tax counting my wife's disability income as wages and salaries?

It's the same 1099 every year, but this year the summary is listing her disability  retirement as wages and salaries! 

Why is Turbo Tax counting my wife's disability income as wages and salaries?


@miles-raven wrote:

It's the same 1099 every year, but this year the summary is listing her disability  retirement as wages and salaries! 


Ok..What is the code in box 7 of the 1099-R?

Why is Turbo Tax counting my wife's disability income as wages and salaries?

3-disability

Why is Turbo Tax counting my wife's disability income as wages and salaries?

IRS Form 1040 Instructions page 25 - https://www.irs.gov/pub/irs-pdf/i1040gi.pdf#page=25

Disability pensions shown on Form 1099-R if you haven’t reached the minimum retirement age set by your
employer are entered as income on Form 1040 Line 1h

Why is Turbo Tax counting my wife's disability income as wages and salaries?

Thank you. I put in the wrong minimum retirement age

 

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