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Get your taxes done using TurboTax
DoninGA, thanks ... it looks like the IRS instructions for 1040 line 5a changed since TY2022. I re-read the 1040 instructions (https://www.irs.gov/pub/irs-pdf/i1040gi.pdf), and "Fully Taxable Pensions and
Annuities" on page 27 back up that approach.
In my TY2022 taxes, prepared using 2022 TurboTax Deluxe, TurboTax inserted the sum of the 1099-R box 1 gross distributions (including the fully taxable ones) in 1040-SR line 5a.
‎February 20, 2024
4:09 PM