BillM223
Expert Alumni

Retirement tax questions

Lines 5a and 5b are correct. You said that these distributions were from 401(k) plans. Lines 4a and 4b are for IRA distributions. When you see 401(k) plans, think "pensions and annuities".

 

Some states vary in how they handle IRA and 401(k) distributions. What state are you in?

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