Retirement tax questions

MarilynG1 · ‎March 17, 2021

@Hanyuray On the 1040-SR Pension/IRA income shows on 4a, 4b, 5a, 5b (screenshot).

If your Roth distribution is showing as taxable, you may want to delete your original 1099-R entry and re-enter it.

Pay close attention to the follow-up questions after entering the form data.

The Code in Box 7 on your 1099-R should indicate if the distribution is non-taxable.

Click this link for info on How to Enter 1099-R.

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