BillM223
Expert Alumni

Retirement tax questions

So, are the amounts in 4b and 5b the same? Or is it that it appears that the amount in 4b must had the pensions added to it?

 

Do you have the CD/download software product? Can you see Forms mode? What do you see when you look at the entries for the 1099-Rs? Is the IRA/SEP/Simple box checked in box 7?

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