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April 1, 2021
Question

1099-R box 9 has no value in it, how do i fill in 1040 box 9a?

  • April 1, 2021
  • 1 reply
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military retired pay 1099-r has no value in it, how do i fill in 2040 box 9a?

1 reply

April 1, 2021

No.  You don't need to enter a value if line 9a of Form 1099-R  was emply.  The line 9 of 1040 is your total income. The retirement income should be entered on line 1 of 1099-R (gross distribution) and the taxable portion is on line 2a of 1099-R.  The retirement taxable income on line 2a Form 1099R  will flow through line 5b of Form 1040, and all income including earned income, interest, business, and other taxable income are added and the total shows on line 9 of Form 1040.