Question

Where is the non-taxable amount on my 1099-R?

Forum|Forum|7 years ago
June 1, 2019
2 replies
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I don't see a box for a non-taxable amount on my 1099 R form. I have been disabled from the RAILROAD where the regular retirement age is 60 and I am now 64. Am I doing this wrong?

TurboTax Free Edition Online

D

dennismorgan

Great question - easy answer. Line 1 is your gross distribution. Line 2a is the taxable amount. Subtract line 2a from line 1. That number will be your non-taxable income. Most times line 1 and line 2a are the same, meaning there is no non-taxable amount.

macuser_22

Employee

Why do you think is is not taxable?

If you are retired Railroad I assume that you have a RRB 1099-R and not a 1099-R.

Be sure to choose the RRB type - the boxes are different.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**