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Question

Hi. I have a 1099R form for my husband's annuity. Do I have to include the Line5 amount as taxable income?

Forum|Forum|11 months ago
April 13, 2025
2 replies
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TurboTax Online

Yes, Line 5 is the amount that your husband's prior employer paid for health insurance. There is an exclusion of $3000 if he was a public safety officer.

Box 5 on the 1099R? You have to enter the 1099R exactly as shown with all the boxes. Usually box 5 is the difference between box 1 and box 2a and will not be taxable.

On 1040 line 5, line 5b is the taxable amount.