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B
bahnbruc
April 13, 2025
Question

Can I enter a lifetime pension benefit that is a monthly payment for life but has no principal balance.This is a fixed benefit pension reported on a 1099R.

  • April 13, 2025
  • 1 reply
  • 0 views
How do I enter a fixed retirement for life from a public employer that has no principal amount?

1 reply

J
JamesG1
April 13, 2025

Is the amount of the gross distribution (box 1) also reported as the taxable amount in box 2a?

 

Is Taxable amount not determined checked?

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