lordguido
Returning Member

Retirement tax questions

They did add parenthetical text to address the 2020 situation: 

Where is this ?

I find there's a problem linking 1099R with 1040 ....1040 line 4a should be linked to 1099 1 Gross Distribution.

Also if you don't check 2b Taxable not determine, the amount on line 2a should go to 1040 L4a ...it doesn't.

Any amount in 1099 #1 to goes to 1040 L4b. 

The proper way to report RMD partial reversal is to report the Gross L4a and taxable amount on L4a and write "Rollover" on L4b.

Any suggestions?