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June 5, 2019
Solved

I have a 1099-R box 7 contains a 3 for disability, TT Deluxe 2015 puts the income in wages, salaries & tips vs box 12a pensions & annuities on 1040A, is that correct?

  • June 5, 2019
  • 1 reply
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I Know I qualify for the exemption regarding the 10% penalty for early distributions, but am questioning why 1099-R amount was added to wages vs pensions and annuities

Best answer by ToddL

If y ou receive a pension distribution because of disability and have not reached the minimum age at which you could retire, the distribution is reported as "Wages".

I've attached two screen shots that will show you how this is determined by the TurboTax program.

1 reply

ToddLAnswer
Employee
June 5, 2019

If y ou receive a pension distribution because of disability and have not reached the minimum age at which you could retire, the distribution is reported as "Wages".

I've attached two screen shots that will show you how this is determined by the TurboTax program.

mgsiemAuthor
June 5, 2019
Excellent. Very helpful. Thank you for the confirmation.