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Retirement tax questions
I called TT and they referred me to Page 30 of <a rel="nofollow" target="_blank" href="https://www.irs.gov/pub/irs-pdf/i1040gi.pdf">https://www.irs.gov/pub/irs-pdf/i1040gi.pdf</a> which says "Fully Taxable Pensions and Annuities - If your pension or annuity is fully taxable, enter the total pension or annuity payments (from Form(s) 1099-R, box 1) on line 4b; don’t make an entry on line 4a." In other instructions, the IRS says to enter the full amount of all IRA and pension distribs. That seems more logical so the matching program would not kick it out. Who knows who's right?
June 4, 2019
5:22 PM