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Retirement tax questions
This is how it showed up on my Federal 1040:
1. The total distribution appeared on 4a and earnings appeared on 4b.
Should it not have populated 4a?
2. Form 5329 was generated like this:
3. It also added the statement about the return of contribution that I had written:
4. It showed up like this in the state return:
5. I didn't see any indication that the 1099-R I entered was for 2025 as selected in the form (Code P J). Where do I see this info in 1040?
Did I do this right, or did I make any mistake?
3 weeks ago