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Level 2
June 1, 2019
Question

Enter RMD data but line 1040-4a only shows Pension data, not the sum of Pension and RMD data..

  • June 1, 2019
  • 1 reply
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1 reply

Level 15
June 1, 2019

If all of your IRA distributions are fully taxable, the IRA distributions will be included only on line 4b, not on line 4a, due to the convoluted instructions the IRS has provided for line 4a.

Level 2
June 1, 2019
The IRA instructions for IRA Distributions read"Except as provided next [a list of 4 exceptions], leave line 4a blank and enter the total distribtion (from Form 1099-R, box 1) on line 4b."