dmertz
Level 15

Retirement tax questions

The STMT notation implies that there are multiple notations (perhaps ROLLOVER and QCD) and because they will not all fit in the available space they are included on a separate statement that TurboTax will include with your filing.

 

The gross amounts from Forms 1099-R reporting distributions from IRAs are summed on line 4a, not line 4b.  Only the taxable amounts of the IRA distributions are summed on line 4b.   Forms 1099-R reporting distributions from other types of retirement accounts are reported on lines 5a and 5b.