Hal_Al
Level 15

Education

If your 1099-R is for an IRA, the box 1 amount goes to line 4a of form 1040 with the taxable amount on line 4b.

 

If your 1099-R is for a pension or 401k,  the box 1 amount goes to line 5a of form 1040 with the taxable amount on line 5b.