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tjwy723929
February 25, 2023
Question

Pension amount does not show on tax return

  • February 25, 2023
  • 1 reply
  • 0 views
federal return line 5a did not fill in

1 reply

D
DanaB27
February 25, 2023

Please be aware, that 5a does not need to be filled in if your pension is fully taxable. If you have an entry on line 5b taxable amount and your full distribution is taxable then this is correct.

 

"If your pension or annuity is fully taxable, enter the total pension or annuity payments (from Form(s) 1099-R, box 1) on line 5b; don’t make an entry on line 5a."  (IRS)

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