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Why is "4a IRA distributions" in 1040-SR different from "4b Taxable amount"?
For years, the amount in "4b Taxable amount" is always smaller than the amount in "4a IRA distributions" on my 1040-SR. But 2023 "IRS 1040 (and 1040-SR) Instrubtions" does not seem to tell me the reason why. I always do Married Filing Jointly and enter 1099-Rs in Turbotax Premier.
‎June 3, 2024
3:54 PM