Form 1099-R Summary

[fritz88]

Where specifically does the info that populates on Form 1099R Summary flow from on Turbo Tax Deluxe 2024?

[RobertB4444]

From the 1099-R entries that you made when you imported or typed in the 1099-R forms into TurboTax.  The summary would be of box 1 (total amount), box 2a (taxable amount) and box 4 (income tax withheld).

@fritz88 

[Hal_Al]

If your 1099-R is for an IRA, the box 1 amount goes to line 4a of form 1040 with the taxable amount on line 4b.

If your 1099-R is for a pension or 401k,  the box 1 amount goes to line 5a of form 1040 with the taxable amount on line 5b.