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1099-R box 1 values to appear in 1040-SR worksheet?
In form 1040, line 5a (pensions, and annuities) is blank.
The quick link takes me to line 5a in the 1040/1040-SR worksheet, which is also blank.
The quick link takes me to both of the 1099-Rs.
In each 1099-R, the amounts in boxes 1 (gross distribution) and 2a (taxable amount) are the same, and are correct.
Do I need to hand-enter the sum in the worksheet? If not, how do I get TurboTax to add them and insert it in line 5a?
‎February 20, 2024
1:28 PM