Depending on the type of Form 1099-R distribution, it should be reported on your federal return as follows:
- IRA Distributions: Gross distribution from 1099-R Box 1 is reported on Form 1040 Line 4a and the taxable amount from 1099-R Box 2a is reported on Line 4b
- Pensions & Annuities: Gross distribution from 1099-R Box 1 is reported on Form 1040 Line 5a and the taxable amount from 1099-R Box 2a is reported on Line 5b
If that is not the case on your Form 1040, please respond back so that we can assist you further.
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