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posted Jan 31, 2025 9:43:22 AM

1099-R

On form 1099-R my gross distribution in Box 1 is $20,549 and Box 2A my taxable amount is $19,598. The program keeps using my Box 1 amount not box 2A as checked.

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1 Replies
Expert Alumni
Feb 7, 2025 5:24:56 PM

Depending on the type of Form 1099-R distribution, it should be reported on your federal return as follows:

 

  • IRA Distributions: Gross distribution from 1099-R Box 1 is reported on Form 1040 Line 4a and the taxable amount from 1099-R Box 2a is reported on Line 4b
  • Pensions & Annuities: Gross distribution from 1099-R Box 1 is reported on Form 1040 Line 5a and the taxable amount from 1099-R Box 2a is reported on Line 5b

If that is not the case on your Form 1040, please respond back so that we can assist you further.