Bamboo
Returning Member

Retirement tax questions

@SioMei That is correct for fully taxable pensions and IRAs. The total of the gross distributions shows on line 4b and not 4a. The issue I and others are having is when one item (e.g. IRA distribution) is partially taxable but the pension is fully taxable. In that case line 4a doesn't reflect the total gross distribution and that's where a matching problem may arise.