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State tax filing
Box 2 on the 1099-R summary shows the gross distribution which should correlate to Box 4A IRA distributions . The box that you describe Box 4B should correlate to Box 10 on that summary worksheet which is the Taxable amount. Similarly Box 5B on your 1040 SR should correlate to Box 26 on that summary worksheet which is Taxable Pensions and Annuities. Box 5A on the 1099SR is the gross distribution from your pensions and annuities and correlates to Box 22 of that same summary worksheet.
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March 2, 2023
10:57 AM