Internal Revenue Service United States Department of the Treasury
Level Basic Advanced Military International

Income — Retirement Income Workout

Taxable Pensions and Annuities

Skills Warm Up: Taxable Pensions and Annuities

Question 2 of 2

Annie Jo is 47 years old and has retired on disability from her job. She used to load cargo for a tractor-trailer company, but a large box fell on her and left her paralyzed. She receives a monthly payment from her former employer's pension plan. She has not reached the minimum retirement age set by her company's pension plan. How should she report her disability incomeĀ on her Form 1040?

Estimated tax payments and amount applied from return
Other income
Taxable pensions and annuities
Wages


Pub 4491, Retirement Income Lesson
1099-R distribution codes
Form 1099-R

Pub 4491, Retirement Income Lesson

1099-R distribution codes

Form 1099-R