Pensions not included in 1040 Line 4a? But is included in Line 4b. Line 4b should not be > 4a. Line 4a should be all 1099-R B1, Line 4b sum of Box 2a.

jsmileyz · ‎June 7, 2019

Appears only 1099-R with IRA Box 7 checked are being picked up one Line 4a. This appears to be not consistent with IRS instructions for Line 4a which appear to want the sum of all 1099-R Box 1 (regardless of IRA, pension or annuity). TT error appears to be a transition error from the old 1040 method of handling separate lines for IRA's and pensions. TT worksheets have not been updated to 2018.

Pensions not included in 1040 Line 4a? But is included in Line 4b. Line 4b should not be &gt; 4a. Line 4a should be all 1099-R B1, Line 4b sum of Box 2a.

Pensions not included in 1040 Line 4a? But is included in Line 4b. Line 4b should not be > 4a. Line 4a should be all 1099-R B1, Line 4b sum of Box 2a.