Retirement tax questions

That is quite possible because fully taxable IRA's are reported on 4b only while partly taxable pensions. 401(k)'s, annuities, etc. report the gross on 4a and the taxable amount on 4b per IRS line 4 instructions.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**