@goodog2 - Note: Not checking the IRA/SEP/SIMPLE box on an IRA can lead to other serious problems. The 1099-R interview questions at pertain only to an IRA will not be asked and the resulting taxable amount may be in error. If a 8606 for for the IRA is required it will not be present for a non-IRA. Not checking that box for a taxpayer that has a large IRA basis can lead to a large taxable error - sometimes thousands of dollars.
The 1040 line 4a is not used in any calculations, only line 4b is.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
