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Retirement tax questions
@angela829 Line 4a should include the pension if the pension is NOT fully taxable. It should also include IRAs if they are partially taxable or, according to IRS instructions, if there are multiple distributions. My line 4a only shows my pension since it is partially taxable. My fully taxable IRAs and the taxable part of my pension are on line 4b. If an official from TT would step in and clarify then this would be helpful.
‎June 7, 2019
5:13 PM