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Retirement tax questions
Dear Community, Thank you all for your thoughtful replies, but the problem persists. Before filing my return, I went to My Info on the left column of your screen. From there you can review your actual 1040-SR form as it would be filed. The information on line 4a, IRA distributions of the 1040-SR reflects the amount in box 1 of my 1099 R not the amount in box 2a which I inputted and is a lesser amount. I have completely erased the form and re inputted all the information again with the same result. The information in box 2a on the 1099 R does not show up on line 4a of my 1040-SR automatically, line 1 does.
‎February 20, 2023
6:39 AM