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Retirement tax questions
Turns out that TurboTax is correct! 🙂 From the IRS instructions for Form 1040: "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." Seems crazy to me, but that is what the instructions say.
‎June 7, 2019
5:14 PM