MarilynG
Expert Alumni

Retirement tax questions

Your 1099-R will not be taxable.  However, it does show as a distribution on Line 5a of Form 1040, but is not included in the Taxable Amount shown on Line 5b of Form 1040. 

 

I think there was some confusion between Box 5 on your 1099-R and Line 5 on Form 1040.  

 

@BobR4

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