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Retirement tax questions
Is there an amount in box 2a for the taxable amount of the distribution on the Form 1099-R? If so, that amount will be on the Form 1040 on Line 4b.
The Social Security benefits reported from the SSA-1099 should be shown on the Form 1040 Line 6 and the taxable amount, if any, will be on Line 6b.
What is shown on the Form 1040 Lines 4a,4b,6a and 6b?
March 15, 2024
8:09 AM