@SKY820lee wrote:
Under the income category, the program forces me to record my Pensions-taxable under the title IRA Distributions-taxable. Therefore, in 2018 it shows I filed my Pension and 2019 it show I filed this income under IRA How do I fix this?
For 2018 all 1099-R income went on the 1040 line 4a & 4b whether it was an IRA or pension.
For 2019 IRA's go on the 1040 line 4a/4b and pensions go on lines 4c& 4d.
The IRA/SEP/SIMPLE box on the 1099-R determines which line.
What seems to be the problem?
**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.**
