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Retirement tax questions
What you are indicating is that absolutely no federal income taxes were withheld from the distribution as reported.
What type of account was this distribution from, 401(k), 403(b), company pension plan, annuity? Or was this distribution from an IRA account, Traditional or Roth?
As previously stated, you really need to get the PDF of this tax return and look at the Form 1099-R worksheet that is included in the PDF so that we can give you some reason why the amount shown on the Form 1040 Line 16b was not the same amount as shown on your Form 1099-R box 2a.
‎August 21, 2019
2:56 PM