- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Decedent IRA RMD entered off a 1099; no entry on 1040-SR items 4a or 4b
I have a decedent IRA from my father, who was born in 1925. I got a 1099 with the amount of the RMD I took from that IRA, ALL of which I had withheld for Federal Taxes. When I go through the "Income" section of TurboTax (Premier 2023, the on-PC version, NOT the online version), it shows the amount from the 1099 entered as part of my income.
On the 1040-SR printed by TurboTax after all info is entered and I'm ready to file, line 4a is labelled IRA distributions, and 4b directly to its right is "Taxable amount". They are both blank.
Is there some reason the decedent IRA distribution, entirely withheld for Federal Taxes, would not show up under "Income"? It seems to me it should still be there.
‎February 29, 2024
7:14 PM