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R
rimholte624
February 25, 2025
Question

how do I know if the qualified pension subtraction was taken

  • February 25, 2025
  • 1 reply
  • 0 views
No text available

    1 reply

    JohnB5677
    JohnB5677
    February 26, 2025

    If you have a 1099-R, the taxable amount is in box 2a.  You can check the value in your tax return.

     

    To preview your tax return:

    From the left sidebar

    1. Select Tax tools
    2. Hint: You may have to minimize the Federal and State selections
    3. Click Tools
    4. A Menu will pop up
    5. Select View tax summary
    6. On the left panel click Preview my 1040

    Some Key numbers:

    • Box 5a is Total Pension and Annuity
    • Box 5b is Taxable amount
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