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Retirement tax questions
@ampalo wrote:
Edited to say line 5b. It is not showing in 5b.
Your post shows the distribution was from a Traditional IRA. If that is correct then you should have checked the box on the Form 1099-R for IRA/SEP/SIMPLE. This would then have the distribution amount on Line 4a of the form 1040 and the taxable amount on Line 4b.
‎February 22, 2025
2:34 PM