TomM-2
Returning Member

Retirement tax questions

I can’t get the Total Distribution of $3,193.75 to appear in Line 4-A and the Taxable Amount of $1,752.39 to show up in line 4-B

 

Your recommendation below did not work

If this is a pension plan and not an IRA, you can

  1.  remove the check from the IRA/SEP/Simple box
  2. and the taxable amount will flow to line 5b of the 1040.