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Retirement tax questions
Thank you. I checked again and did notice that the 1099R with the IRA / SEP / SIMPLE box checked is and that taxable amount is on line 4b. The other two 1099R's (one 401k distribution and one Roth 401k distribution) do NOT have the IRA /SEP / SIMPLE box checked and the total of those two amounts are on line 5a (gross) and 5b (taxable). I'm thinking that check box determines which line 4 or 5 they end up on?
‎February 20, 2025
9:43 AM