AnnetteB6
Expert Alumni

Get your taxes done using TurboTax

Based on the information you shared about the Forms 1099-R that you entered, it appears that the only difference between what you entered and what is showing on your tax return is probably a result of rounding off the numbers.

 

On your return, line 4 b represents taxable IRA distributions.  If you had IRA distributions of $22,727 and $3738, then that total would be $26,465.  If you entered dollars and cents, it may round up to $26,266 as shown on your return.  The IRA/SEP/Simple box will be checked on these 1099-Rs.

 

Line 4 d represents taxable pension distributions.  If the 1099-R for $42,569 also include some cents, it could be rounded up to $42,570.  

 

 

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