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G
ginzer54
March 18, 2023
Question

military retirement 1099-R

  • March 18, 2023
  • 1 reply
  • 0 views

for 2020 and 2022 I have been audited by the IRS.  Either I am making an entry mistake or TURBO TAX is not recording retired military pay correctly.

 

Need help

    1 reply

    VolvoGirl
    VolvoGirl
    Employee
    March 18, 2023

    What is wrong with it?  Didn't the right taxable amount show up on 1040 line 5b?  Or what line did it show up on?

    G
    ginzer54Author
    March 18, 2023

    Did not show up on line 5 at all, and is not reflected on 1099 summary.  

    JohnB5677
    JohnB5677
    March 20, 2023

    I suggest you preview your tax return (Form 1040), and review what is posted.

    Also, what was the focus of the IRS audit?

     

    If you're using Desktop, simply go to FORMs mode and view your 1040.

    If you're online, please follow these steps.

     

    1. On the menu bar on the left that shows.
      1. My Info
      2. Federal
      3. State
      4. Review
      5. File
    2. Select Tax Tools
    3. On the drop-down select Tools
    4. On the popup menu
    5. Select View Tax Summary
    6. On the left sidebar
    7. Select Preview my 1040.

    Line 5a - Pension

    Line 5b - Taxable Pension

    Line 15 - Taxable Income

    Line 24 - Total Tax.

    Line 25 - Withholdings.

    Line 33 - Payments including Credits.

    Line 34 - Overpayments.

    Line 37 - Tax owed.

     

    To return to the entry screens press Back on the sidebar.

     

    If the pension isn't posted to 5a, can you determine where it is?

    I'm sure this does not completely answer your question, please contact @JohnB5677 again and provide some additional details.

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