@JayKepps wrote:
Thank you. So a 401-k is classified as an annuity or pension?
Yes. A 401(k) per IRS instructions goes on line 4c & 4d.
"Annuities and pensions" is a catch-all for everything that is not an IRA - refer the the 1040 instructions for what goes on lines 4c &4d.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
