nmartens
Returning Member

Get your taxes done using TurboTax

Ok.  I think I finally figured it out.  Line 4 are 1099Rs that use 401K/IRA funds (the first two on the list).  While line 5 are 1099Rs that do not use 401K/IRA funds (the third on the list).  What got me a little confused was the term annuities appears on line 5 and was NOT qualified with something like (non IRA).

 

Thanks for your help.