JohnB5677
Expert Alumni

Retirement tax questions

I want to be sure that I didn't misinterpret your statement.

  • Box 1 of the 1099-R (Gross distribution) should be posted to Box 4a or 5a of your 1040, which represents the full distribution.
  • Box 2a of the 1099-R (Taxable Amount) should be posted to Box 4b or 5b of your 1040 representing taxable amount.
  • Is this what you're seeing on your return?

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@Aloneintheworld 

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