dmertz
Level 15

Retirement tax questions

The $4,016 was probably a distribution from a qualified retirement plan, not a distribution from an IRA, and did not have the IRA/SEP/SIMPLE box marked.  This Form 1099-R should appear on line 4c or 4d.

 

One other possibility is that the $4,016 Form 1099-R has code R or N and would not appear anywhere.