Retirement tax questions

Check that the IRA 1099R have the little IRA box checked between boxes 7 & 8. 

 

If line 4a is blank that is because it is the same as 4b.  The IRS doesn't want 4a or 5a filled in if it is the same amount as the b line.  

 

The 401K rollover 1099R goes on line 5 with pensions.  So that is ok.  And any 401k RMD should be on line 5 too.  

View solution in original post