AnnetteB6
Expert Alumni

Retirement tax questions

Take a look at the total reported on your 2021 Form 1040 for box 5a.  

 

This amount should equal all of your Form 1099-Rs box 1 amounts added together for all Form 1099-R that did not have the IRA box checked.  If line 5a is less than your total, then you may have missed an entry.

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