dmertz
Level 15

Get your taxes done using TurboTax

These forms indicate that there was no distribution from an IRA, so there should be nothing on Form 1040 lines 4a or 4b.  The entries on lines 5a and 5b seem to be correct.

 

What your relative received were distributions from an employer plan like a 401(k).  The one with codes 4 and G combined in box 7 is for the rollover to an inherited IRA.  The one with code 4 only is for the decedent's RMD from the employer plan which your relative became required to complete upon the death of the decedent.  Only the amount on the code-4 Form 1099-R is RMD, so this is the amount that you should indicate was the required distribution and is only to be entered when entering the code-4 Form 1099-R.

 

 When entering the code-4G Form 1099-R, you need to indicate that no RMD was required and that none of it was RMD.  I suspect that you somehow indicated when entering this Form 1099-R that you again indicated that an RMD of $17,000 was required, causing TurboTax to believe that the total RMD requirement was $34,000 and assess a penalty on this second $17,000 that wasn't taken.