BillM223
Expert Alumni

Retirement tax questions

So lines 5a and 5b on the 1040 both include the box 1 (or Box 2a) amount from the 1099-R?

 

Is there another entry in Box 7 besides the "7"?

 

Where there questions after you entered the 1099-R, like this was a QCD or an HSA Funding Distribution?

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