@jrzedvl wrote:
Looking at my return should line 4b actually belong on 5b
The 1040 line 4b & 5b are for retirement income - they are not your AGI.
On your 1099-R is the IRA/SEP/SIMPLE box checked? If yes, then it goes on line 4a & 4b, if not checked it goes on line 5a & 5b. Look at the form you received and what you entered.
**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.**
