Federal income taxes withheld from the distribution are shown in box 4 of the Form 1099-R. The taxes withheld are reported on the Form 1040 as a tax payment and entered on Line 64 of the Form 1040 or Form 1040A Line 40,
On the Form 1099-R is there an amount shown in box 2a? Is that amount entered on the Form 1040 Line 15b or 16b or Form 1040A Line 11b or 12b? What is the distribution code entered in box 7 of the 1099-R? Is the IRA/SEP/SIMPLE box check on the 1099-R? Are there any boxes checked in 2b of the 1099-R?
